Hi everyone at Salesmsg,
We love designing new features based on feedback from customers like you. Today, we're thrilled to announce another customer-inspired feature that just went live in our platform - it's a game-changer for large teams and businesses!
Called "Teams," this feature allows team owners and admins to easily group various users into collaborative teams, streamlining management and collaboration. This makes the feature perfect for larger businesses with multiple teams or locations all working inside the same Salesmsg account.
Once users are organized into teams, you can control their access to contacts based on team membership, ensuring appropriate access levels. And, as a bonus for HubSpot users, you can replicate any teams you already have set up in HubSpot within Salesmsg with just one click!
To get started, navigate to the Teams section under Settings and click on "Create Team." From there, pick a name and description for your team and select the members you want to add. You can always add or remove members at a later point.
If you're looking to import a team from HubSpot, simply select the desired HubSpot team from the dropdown menu. This menu will show a list of all your HubSpot teams and the number of users on each team - even if not all your HubSpot users are using Salesmsg yet! You can add them to Salesmsg with just a few clicks.
One of the biggest benefits of this Teams feature is the ability to customize roles and permissions, ensuring proper access to contacts. For example, you can give your admins access to all contacts, team managers access to contacts owned by their teams, and restrict your sales reps to only view contacts they own.
Be one of the first to use Teams right now and let us know what you think! Thanks for watching!
