Manage Teams

When multiple teams work within your CRM, structuring user access is key to keeping data organized and secure. With Teams in BIGContacts, you can group users based on their roles, departments, or regions—making it easier to manage contacts, tasks, and meetings without clutter or confusion.

How to Create a Team

• Go to "Admin" – Open the Admin tab from the left navigation menu.
• Find "Manage Users" – Under this section, click "Manage Teams."
• Select "Add New Team" – This opens the team setup page.
• Enter a Team Name – Choose a clear and descriptive name (e.g., "West Coast Sales" or "Customer Support").
• Add Users – Select the team members who should have shared access.
• Save Changes – Your team is now active, and access settings are applied instantly.

Why Set Up Teams?

• Keeps Data Organized – Assign contacts and tasks by department or function.
• Controls Access Easily – Restrict who can view and edit specific records.
• Improves Collaboration – Ensure teams have shared visibility over relevant leads and meetings.
• Reduces Admin Work – Adjust permissions at the team level instead of user by user.

Setting up Teams ensures your workspace remains structured, efficient, and easy to navigate, so everyone stays focused on what matters most.