Team Overview
Work collaboratively and assign tasks with a shared RealOffice360 CRM account for your team.
Work together with your team and supercharge productivity:
Team Account
To set up a Team CRM account, simply login to your RealOffice360 CRM account (or create a new account) and invite your team members to join your Team. You may need to upgrade to a Premium plan to invite team members.
Team Roles
There are two roles on teams plans:
- Team Admin: this is the owner who created the original CRM account and invited other users to join their team. There is only one Admin per team—they are responsible for all billing.
- Team Members: applies to all users that are invited by the Team Admin.
Team Admins can:
- Add and remove Team Members
- Customize pipeline stages, deal types, and task checklists for the whole team
- Download a .csv file of contacts
- Download a .csv file of currently active deals from pipeline
- Download a .csv file of past deals from transactions
- Do everything Team Members can (below)
Team Members can:
- View and edit all contacts
- View and edit all contact groups
- Creating a new group will make that group available to the whole team
- Deleting a group will remove that group for all team members
- View, edit, and assign all pipeline deals
- View, edit, and assign all transactions
- View, edit, and assign all tasks
Data Visibility
All data in your RealOffice360 Team CRM account is fully visible and shared between all members of the team (regardless of role). This includes contacts, leads, deals, transactions and tasks regardless of which team member they are assigned to or who originally created them.
Introducing the ability to customize what data is visible to different team members is on our product roadmap and will be introduced in future versions of the CRM.