Assign Multiple Users/Teams To One Contact
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Brent Attaway
We need the ability to assign multiple users see a contact, plus the ability to then assign a Primary User that all automated communication comes from.
Here's the use case:
- New lead comes in and is assigned to a Setter. Setter is assigned as the primary user so any automated communication comes from the setter contact info. The setter needs to always stay assigned as the "setter" so we can track reporting and performance based on the appointments that setter has booked.
- Setter set a sales appointment. They use the calendar to book the appointment and we have a toggle in the calendar settings to choose if we want the assigned calendar owner to not only be assigned to the contact, but be the primary owner assigned. Which means all automated convos will come from the assigned closer. The setter is still tied to this contact for viewing status of the sale and taking it back over as needed.
- The setter and closer are also part of a regional sales team. The regional sales manager only wants to see the contacts within their team, but they don't need to be the primary user. They just need permission to see all contact activity within their team.
In the end the solution seems to be:
- Teams Manager Role and permissions: You already have a team feature. Please create the ability to assign a Manager role to a team. That manager now only sees contacts within their team. Plus all users in that team can see contacts in their team. This needed because we have several setters that work different shifts. Many times, Setter A initiates the contacting, but they go off shift... then a prospect replies and we needs Setter B that's now on shift to reply and continue the convos in order to get a booked appointment.
- Create Different Roles with custom permissions: So we can jump into the settings and click "setup user roles". click "create role" and we can name it whatever we want that makes sense to the client model. i.e Setter, Closer, Sales Manager. Each role can have their own custom permissions if we'd like.
- Assign multiple users to a contact that have different roles to play. For example: Setter Role & Closer Role. So now we can create a new user on our team and give them the Setter Role which we've customized with our own certain permissions.
The setter is now assigned to the contact as "the setter". But they hand off contact to another user that has "Closer Role" when they book a sales appointment. So now the contact has two users assigned to them. Setter stayed assign but now we have Closer too.
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Sarah Politi
"Follower" only solves 10% of the problem. Not a great solution. Need a better role allocation feature.
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Bob Zhang
Hi would you help me to see where is this assign Multiple Users/Teams To One Contact feature? I can only assign one person. Do you mean the followers feature?
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Adam Webb
Are you guys ever going to finish the follow feature? (Build it into workflows and triggers?) This is a very important feature we all need. Thank you!
Core Platform
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Mike Fanelli
Core Platform: Fantastic!
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Brent Attaway
Core Platform: Thanks for creating the "follower" function to help meet this request. Are you going to create the ability for Admins to save pre-set permissions/roles? This would help onboarding new users a breeze.
Example:
I'm an admin and I have 2 people to onboard today. One is a setter on the inside sales team and one is a sales manager.
I have a saved permission/role called "Setter" and one called "Sales Manager".
I add the new users, choose their respective custom saved roles and I'm done. Based on those saved roles, the permissions are already toggled on or off based on my preset savings.
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Joe Betterman
Core Platform: Can you PLEASE add automations for adding followers. This is a great feature but its so hard to use functionally without automations!
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Joi Davenport
I tested the beta on this, and its cool but it would make more sense for a "followed" lead to show up in the contacts section. Also, when a "follower" of a lead attemps to put notes on the lead, an error message displays and you can't add or see notes.
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Agency User
Joi Davenport: Yes, the "followed" works for some use cases, but it definitely needs to be added as a "filter" option in conversations and a follower filter when creating smartlists. Thanks!
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Joe Betterman
Agency User: Can you PLEASE add automations for adding followers? This is a great feature but it is so hard to use functionally without automations! Something that would also be great is to be able to determine the follower's ability to edit the contact. The follower could have full permission or be view only
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Gary AZ Cornelius
The fact you guys haven't added something so simple is pathetic. You have a CRM that is designed for sales people, but your system can't actually help them.
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Gary AZ Cornelius
This is a deal breaker. If this is not added soon then I am dropping you guys.
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Boyd Barlow
This is something we desperately need for our business!
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Cameron Reed
We also need this for our company! Wish it was posible.
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Christian Cignarella (*)
This level of functionality would be critical for my own business, we absolutely need to be able to control who can see what in more detail. We need this badly!
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