Team Management

• What Are Team Features?
• Who is my team Admin?
• Update Your Team Name
• What are Shared Notes?
• What are Shared Tags?
• What do the roles mean for my team?
• What Can My Teammates View?
• What is Single Sign-On
• Team Member Management
• Team Subscription Management
• What is Shared CRM?
• How do I set up a shared CRM connection?
• How to Add or Remove a Shared Note
• Single Sign-On Restrictions
• Instructions for Single Sign-On Setup with Okta
• Instructions for Single Sign-On Setup with Google
• Instructions for Single Sign-On Setup with Azure Active Directory