Sales collaboration and teams — territories, @mentions and shared visibility on key accounts
Organise reps into teams and territories, collaborate on big accounts with @mentions and shared notes, and see who's working on what — without one colleague stepping on another's deal. The whole team on the same page, in real time.
A sales team aligned on the same accounts
Teams and territories
Organise reps into teams, regions or product lines and assign accounts clearly, so two people don't work the same deal.
@Mentions and shared notes
Tag a colleague in a note on a deal or contact and collaborate on big accounts without moving the discussion to a separate email or chat.
Visibility on key accounts
Everyone involved in a strategic account sees the same 360° record, with the full history — handover becomes instant.
Team activity
See in one place what each colleague has done: calls, emails, advanced deals — transparency without micromanagement.
Team selling breaks when two colleagues call the same client or when someone leaves and takes all the context with them. With teams, territories and shared visibility on the 360° record, everyone involved in an account has the same context — collaboration happens in the CRM, not on a lost email thread.
Frequently asked questions about team collaboration
Get your whole sales team on the same page
We set up teams, territories and visibility rules on your structure on day one.