Manage Teams

 

When multiple users work together in your CRM, organizing them into teams keeps everything structured and secure. With Teams in BIGContacts, you can group users by role, department, or region—making it easier to assign contacts, manage access, and improve collaboration.

 

How to Create a Team

Step 1: Go to the Teams Section

From the left sidebar, click Admin, then select Users.
In the Users section, click Teams.

Step 2: Add a New Team

Click + Add Team.
(You can also use the Add Team button in the top right corner.)

Step 3: Enter Team Details

• Team Name: Enter a clear name, like Sales West or Customer Support.

• Choose Members: Select the users you want to include in this team.

• Click Add Team to save.

Your new team will now appear in the Teams list, and all selected users will be grouped under it.

 

Why Set Up Teams?

 

• Keeps Data Organized: Assign contacts, tasks, and opportunities by team.

• Simplifies Access Control: Manage visibility and permissions for entire groups instead of individual users.

• Encourages Collaboration: Teams can easily share contacts and stay updated on the same records.

• Reduces Admin Work: Adjust access and communication settings for the whole team in one go.

 

Creating teams in BIGContacts helps you keep your CRM organized, secure, and easier to manage—so everyone stays focused on the right leads and customers.