Ability to Create teams
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MK Mojica
Now that we are able to add followers to the contacts and opportunities, it'll be great to have the ability to create teams or groups....
Ex. Real estate brokerage has 3 different teams, each team has a team leader, the team leader needs to see the data assigned to their reports. Having the ability to create teams will avoid manually adding followers...
Ex. Every time James Jones gets added as assigned user his team gets added as followers.
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Admin Admin
It's a very necessary idea to be able to create teams.
In my case, I need people on the team to be able to access the contacts and data of certain workers, but not all of them.
Right now this option is very limited because either you can only see your own data or you can see the data of all the contacts...
In this way, in the “Data Visibility Scope” there would be 3 options:
- Only Assigned Data
- All Records
- Teams (and here choose the group)
In groups or teams, you could create Team A (with users a, b, c), Team B with users (c, d, and not assigned to anyone), for example.
It's an idea similar to:
T
TJ Garland
Yes, being able to create teams to use when "following" a contact and when allocating leads in workflows would be convenient and save a lot of time. Currently, if someone new joins the sales team, I need to know EVERY PLACE in GHL where this team interacts with the CRM and manually make changes in multiple places. Having one place (SALES TEAM) to add / remove a user would save so much time and would dramatically reduce the risk of errors.
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Anthony Ricciardo
Combine this with this idea: https://ideas.gohighlevel.com/automations/p/new-contacts-followers-almost-usless This could be useful when combined.