How do I give a teammate access to a contact using Followers?

Followers let more than one team member work on the same contact or opportunity. This matters when your users are set to see only the records assigned to them. For example, the community liaison owns a referral partner record, but the intake coordinator also needs access to follow up on referrals from that partner.

What followers can do

• You can add up to 10 followers to a contact or opportunity.
• Followers can view and edit the record, even if their role only allows them to see assigned data.
• Followers cannot change who owns the record.
• Followers can see the contact's appointments if they have permission to view appointments and calendars. They can edit or delete those appointments only if they also have permission to manage appointments.

Add followers to a contact

1. Go to Contacts and open the contact.
2. Find the Followers field.
3. Select the team members to add and save.

Add followers to an opportunity

1. Open the opportunity in Opportunities.
2. In Opportunity Details, find the followers field.
3. Select the team members and save.

Add or remove followers automatically

Use the Add Contact Followers and Remove Contact Followers workflow actions. For example, add your intake coordinator as a follower whenever a referral partner's contact gets a "Referral Received" tag. The remove action has a toggle to clear all followers from a contact.

Tips

• Keep one clear owner per record and use followers for support roles.
• Followers can also be set during a spreadsheet import by listing names separated by commas.
• Admins can show or hide the Followers field on the contact card when customizing the contact page.

Have a question about your own account? Submit a ticket and our team will follow up.