Teams

Teams consist of internal contacts (your own employees) and can be assigned to project folders and sales cases. The assignment always follows the responsibility in the record.

Teams are used, for example, to inform several staff members at the same time using the Mes­sage function. When selecting a team as a recipient of messages, all members of the team are automatically informed at the stated point of time.

You can create teams via the Team form from the Sales/Backoffice menu. The Members tab of the mailing list allows you to collect the relevant contacts. In the Activities, Sales and Marketing tabs you can see the usage. Marketing actions can be directly assigned there. Additionally, the form shows you Activities and important Documents.

Tip: A paraphe can also be maintained for teams. This makes it possible to select teams (e.g. in the team calendar) or to display the responsibility of team activities in lists using shortcuts.

When creating a team, the logged in user is always automatically assigned as the person Responsi­ble. This ensures that, e.g., the person responsible can always be determined for delegated activities. The person responsible can be changed, of course. 

Teams can be assigned as the Responsible of an activity. The activity is indicated in the Entry Portal of every team member until it is accepted by one of them. See also Teams as responsible for activities – delegating to a team.

With JustRelate CRM, teams (administration in Sales/Backoffice / Teams) may have an email address. When assigning a team as an email recipient or sender, the team is not dissolved to its individual members if it has an email address.

A team in an email is handled like a real person. By replying to an email from a team, you are replying to the team and not to its individual members.

An email with a team email address is also visible in the team’s activity history. However, it cannot be displayed in the team members’ list of activities.

You can use the email address of a team only if emails from the CRM are sent directly using the CRM server (Send directly). This makes it possible to represent an email address standing for a group of persons or a team.

In the relation of Members, you can find the Send as flag. It may only be set by contact administrators. If the flag is set, the user may send emails in the name of the team. When creating the email, the team address is used as the sender, not the current user’s address.