New Feature: Organize Your Salesmsg Users into Groups with Teams

Group your Salesmsg users and manage contacts for maximum efficiency and productivity with our new Teams.

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What are Teams?

Our newest Salesmsg feature, Teams allows you to assign Salesmsg users into collaborative groups. That makes it easy to manage your users' contacts and permissions. With Teams, you can view only the contacts owned by those specific team members. That cuts down on confusion and boosts productivity. It’s perfect for large organizations with multiple locations or teams working together in the same Salesmsg account.

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Create and Update Teams

Bring your team together like never before! As an owner or admin, you can easily create and manage Salesmsg teams directly in Settings. Start by giving your new team a name. Add at least one Salesmsg user (or multiple users if you like). We'll take care of the rest. No more manual updates or tedious invites for your users - our intuitive interface makes it easy to get started.

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Create Teams from CRM

Take your teamwork to the next level! With our latest update, you can now create Salesmsg teams directly from your CRM, like HubSpot. Simply select the team(s) you want to replicate inside your CRM, and we'll take care of the rest inside Salesmsg. Not all members are on Salesmsg yet? No problem! You can invite them in bulk with just a few clicks. It’s that easy.

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Limit Contacts' Access

Take control of your team's contact access as an admin or owner. Limit users' visibility to contacts based on their ownership. You can choose from three options: 1) All Contacts, 2) Contacts they own in CRM, or 3) Contacts Owned by them and their teams. Streamline workflow, reduce confusion, and ensure data security with our intuitive permission controls.

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