Video Tutorials
Search Videos by Keyword
Team : Database Sharing Groups
This is training for the Account Owner or Team Leader (Part 2).

Video Transcript

Let's talk about Database Sharing Groups. A Database Sharing Group is a group of team members who are sharing the same contacts and deals. In this example here we have Joe and a couple of Team Players, Betty and Tim, and an Administrator, Mike. They're all going to be sharing the same Contacts and Deals. Then we have Kevin out here by himself. Kevin is a Power User. Kevin has his own Contacts. He is not sharing with anybody. He's got them all to himself.

Now since Joe and Betty and Tim and Mike are all sharing the same Contacts, you don't assign Contacts to each of those team members individually. They're all sharing all of them. Joe could assign a contact to Kevin. Basically what he's doing is taking the Contact from this database and transferring it into that database.

There are some things that are shared just within a Database Sharing Group and then there are other things that are shared by the whole team system-wide. System-wide everyone is going to share the same general settings here. Everyone's going to share Calendars as long as this box is checked. Everyone is going to share Templates with the team. Templates would be Email Templates or Letter Templates, as long as this box is checked.

The things that are shared within the Database Sharing Groups are Contacts and Deals. Then the Automatic Systems here also shared within the Database Sharing Group. Then you can also assign To-Dos to each Team Member. Joe can assign a To-Do to Tim and Tim can assign a To-Do to Betty, and Betty can assign a To-Do to Mike because they're all using the same Database. Now just to be clear, Joe could not look up one of his Contacts and then assign a To-Do to Kevin because Kevin can't see Joe's Contacts. Joe would only be able to assign To-Dos to people in his own Database Sharing Group.

Embed This Video - You can copy and paste this HTML into another web page.
<iframe class='sproutvideo-player' type='text/html' src='https://videos.sproutvideo.com/embed/a09bd8b41f1be0c728/61a315882337b659?type=hd&autoPlay=true&amp;playerColor=025a99' width='930' height='523' frameborder='0' allowfullscreen></iframe>
Contact Support: cases at allclients dot com. You can also reach us by phone at 888-903-9933