How to Manually Add Followers for Contacts in GLM
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Gym Lead Machine now allows you to assign multiple users as "Followers" for a contact, giving your team broader access to manage client interactions and collaborate more effectively. Here’s a breakdown of the new capabilities:
"Followers" Field in Contact Details
- On each contact's profile, you can now assign up to 10 team members as "Followers."
- Followers will have the same permissions as the contact owner, which means they can access, view, and edit the contact just like an owner would.
Visibility for Followers
- Contacts followed by team members will appear in their view when the "Only assigned data is ON" setting is enabled.
Important Notes
Restrictions for Followers
- When the "Only assigned data is ON" setting is active, followers cannot change the owner of the contact. This is especially important for users with the 'Sub-account USER' type.
Followers Available in Filters, Columns, and Export
Smart List Filter
- You can now filter contacts by "Followers." Use this new filter option to create Smart Lists based on who is following a contact.
Add Followers as a Column
- In the "Columns" dropdown, select "Follower" to add it as a visible field in your contact lists.