You can now invite members of your internal teams to collaborate on SalesReach pages with you.
Creating a better buying experience for our customers requires a company's, not just an individual's, focus.
For that reason, All Unlimited Plan Level Teams have access to our Collaborators feature.
Watch a quick video and learn more here:
How does the Collaborators feature work?
As a page owner, you are always the primary contact listed on the page. Calendars, contact info and bios presented on a Sales Page remain those of the primary owner of the page. However many organizations employ a group sales strategy and/or plan to continue using SalesReach for customer communications beyond the sales process. For those companies, adding additional members earlier in discussions to SalesReach pages to share in customer communications and page updates leads to a better post-sale handoff and overall customer experience.
Page collaborators will be able to view and edit sales pages, even if they are not the page owner.
Depending on the structure of your business units, you may also be excited to know that not only can you assign single individuals as collaborators, but also multiple individuals or even entire "groups" as defined by your company admin.
If your team has Collaborators enabled, you will see the "Collaborators" icon on your dashboard as you move your mouse over each Sales Page in the list. Click on this icon to add or remove collaborators from your Sales Pages.
You can also configure collaborators from the Details section of the page editor under the "Sharing Settings" section, as pictured here:
Important Note:
Once members have been added they will now see the page in their dashboard, have full access to the page and all analytics, have admin abilities to edit/change/modify the page and will be added to the SalesReach Chat by default (if enabled).
Push Notifications for Collaborators
Collaborators can decide if they'd like to include page activities for Sales Pages they collaborate on (but do not own) as a part of their Email/SMS push notifications from their Account Settings page.
Just make sure to check the "Include pages I collaborate on" checkbox for each engagement notification that you would like to receive notifications for in addition to pages you own only.
Have fun involving your team in building a better customer experience!