By enabling users to follow and manage contacts, collaboration becomes more seamless, with enhanced access to vital information and streamlined task management. This ensures team members can efficiently delegate responsibilities and optimize workflows, improving overall productivity.
To leverage this feature for your team’s benefit, follow these simple steps:
Enable “Only Assigned Data” Setting #
Navigate to the settings section within your account and access the “My Staff” tab from the left sidebar. Here, you can add a new employee by clicking on the “+ Add Employee” button or edit an existing one by selecting the edit button.
In user permissions, enable the “Restrict data visibility to only assigned data” option.
Adding Followers to a Contact #
Return to the main menu, then access the “Contacts” tab from the left sidebar and navigate to “Smart Lists.” Once there, click on the desired contact to open its details.
Locate the “Followers” option on the upper panel and click the people icon to add followers. A multi-select dropdown will display the available users in your account, allowing you to choose up to 10 users to follow and access the same record.
Important Note: While followers have owner-level permissions to manage and edit contacts collaboratively, they cannot edit or change the owner’s contact information, ensuring data integrity and security.
Limitations #
It’s important to note that follower contacts are only visible when the “Only Assigned Data” setting is turned on. If you encounter any issues where followers cannot see the contact they’re supposed to follow, ensure this setting is correctly enabled.
Frequently Asked Questions #
How do I add a follower to a contact? #
Open the contact in Smart Lists, locate the Followers option on the upper panel, click the people icon, and select users from the multi-select dropdown.
How many followers can be added to a single contact? #
Up to 10 followers can be added to a single contact, allowing for broad team involvement.
What permissions do followers have? #
Followers have the same permissions as the owner, except they cannot edit or change the owner’s contact information.
Can followers edit the contact’s owner information? #
No. Followers cannot edit or change the owner’s contact information, which helps maintain data security.
Why can’t my followers see the contact? #
Follower contacts are only visible when the “Only Assigned Data” setting is enabled, so make sure that setting is turned on.
Where do I enable the “Only Assigned Data” setting? #
Go to Settings > My Staff, edit or add the employee, and enable “Restrict data visibility to only assigned data” in their user permissions.
