Team Access

Create Teams

Follow the instructions below to create new teams to grant them access to specific contacts.

Setup Instructions

  1. Go into Apptivo’s Contacts Sharing by clicking the “More” drop-down in the top Google navigation.
  2. On the left of the page, select “Manage Teams” from the Quick Links section.
  3. Click “Create Team” to get started.
  4. create team

  5. Name the team and give it a description. Provide an email address for notifications.
  6. name the team

  7. Now that you’ve got your teams set up, you can assign teams to contacts.