Sharing projects and contacts with teams

If you are working with teammates, you should add collaborative projects to your team(s).

You'll need at least 1 team

If you don't have a team yet, you can create new ones by switching to the Teams section from the sidebar, then click on the "+" button and proceed with on-screen instructions. Costs may apply.

 

Sharing items to your teams

The Pagico Teams feature allows you to selectively sync projects and contacts with your teammates. To add items to your teams, go to the desired project or contact, then click on the "Share" button and select your team.

Sharing_projects_in_teams.gif

Alternatively, you can go to your team from the left sidebar, then click on the Add Existing Items button to add multiple projects / contacts at once.

Tip: A project or contact can be shared in more than one team if desired.

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