Gym Lead Machine allows you to assign multiple users as Followers for a contact, giving your team broader access to manage client interactions and collaborate more effectively.
What you can do with Followers
Assign up to 10 team members as Followers on a contact
Give Followers the same access to the contact as the owner
Surface followed contacts for team members with restricted data views
Filter contacts and build Smart Lists by Follower
Show Followers as a column in your contact lists
The Followers field in contact details
On each contact's profile, you can assign up to 10 team members as "Followers."
Followers 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.
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 in filters and columns
Smart List filter
You can filter contacts by Followers. Use this filter option to create Smart Lists based on who is following a contact.
Followers as a column
In the Columns dropdown, select Follower to add it as a visible field in your contact lists.
If you have questions about Followers in Gym Lead Machine, our Support team is happy to help. Reach us at hello@usekilo.com.