The Team function is a useful tool that manages users and relationships smoothly. It streamlines your workflow and keeps your team organized. You can pick a set of individuals for this exclusive group, ensuring privacy and confidentiality. With Team, managing relationships within your network is simplified while maintaining privacy and security. Contacts on the other hand are visible to everyone with account access.
Steps
- On the main page, go to Settings /Tema.
- Click add a new Team or double-click to edit the existing to edit existing one.
- In the pop-up window, assign a color to the Team, add the Members, and the Relationships.
- Click Save & Close.
Good to know
- Teams can also communicate by using the in-app messaging feature.
- If a relationship is not part of any team all users can access it.
- You can see teams stats under Home/Company dashboard