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Teams

This module explains how teams and users are organized and managed in Futex CRM.
Team Management
Team Management

Team management streamlines team workflows by providing instant access to comprehensive contact data. Eliminate silos and enhance collaboration with a unified contact database

Agents
Agents

Agents

Resource Roles
Resource Roles

Contacts can be categorized using tags, groups, or types (e.g., customer, vendor, partner, prospect). This helps teams segment contacts for targeted follow-ups and campaigns.

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