Add teammates as collaborators to keep them updated on what you’re working on. We’ve recently added a “Collaborators” section to Leads, Contacts and Deals so you can keep your team updated on what’s going on in Base. The new Collaboration also allows you to filter your data to help you better understand what everyone is working on.
Adding Teammates as Collaborators
Any time you’re viewing a Lead, Contact or Deal, you will see the Collaborators area on the right side of your screen. Click on the “+” to add one of your teammates as a Collaborator. You will only be able to add teammates who have access to that particular Lead, Contact or Deal. So if a teammate is not showing up on the Collaborators list, they don’t have access to that particular Lead, Contact or Deal.
After you’ve added a teammate as a Collaborator, you can filter your Leads, Contacts and Deals to build custom lists based on who from your team is involved. In the screenshot below I can quickly find all Contacts where Alex is a Collaborator.
Adding customized notifications for Collaborators keeps your team updated. In the Base Settings, we recommend creating a custom notification that alerts you when there is activity on a Lead, Contact or Deal you’re Collaborating on. Once you do this you will be alerted depending on which alerts you select. Wouldn’t it be nice to receive an alert when a Note is added to that important Company, or this month’s large Deal changes stages? When you set up custom Notifications, this will happen!
Add Collaborators from Anywhere
Collaboration is also available on the Base Android and iOS apps. Even when you’re on the go, you can still add teammates as Collaborators and filter Leads, Contacts and Deals. Check out the screenshots below to see what mobile collaboration looks like in Base.
Pairing up Notifications and Collaboration means you always know what is going on in your Base account. Get started now by creating custom notifications.