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Team Workflow Management

Unified Customer Relationships

Every team member has the right view of customer relationships
Perfect for teams managing shared accounts
Unified visibility across all customer interactions

Transform your team from individual account silos into a coordinated powerhouse.

Team workflow and customer relationship management interface

Solve Team Coordination Problems

Stop losing customers and context when your team works in silos

Customer Context

Account Handoffs

Communication History

Customer Relationships

Order History

Team Coordination

Customer Coverage

Team Challenge	Individual Accounts	LineNow Team Workflow
Customer Context	Lost when team members leave	Preserved in shared system
Account Handoffs	Manual knowledge transfer	Seamless context switching
Communication History	Scattered across individuals	Unified team visibility
Customer Relationships	Owned by individuals	Shared team responsibility
Order History	Fragmented across team	Complete unified history
Team Coordination	Manual updates and meetings	Real-time shared visibility
Customer Coverage	Gaps when people are out	Any team member can help

Seamless Handoffs

When team members leave or switch roles, customer relationships continue seamlessly with full context preservation.

Complete Coverage

Any team member can help any customer because everyone has access to the full relationship context.

Faster Responses

No more "let me check with..." delays. The first available team member can handle customer needs immediately.

How Team Workflow Works

Features designed for teams that share customer relationships

Shared Customer Context

Every team member sees the complete customer relationship: order history, communication threads, preferences, and ongoing issues - all in one place.

Complete order history
All communication threads
Customer preferences and notes
Ongoing issues and resolutions

Role-Based Permissions

Control what team members can see and do based on their role. Account managers get full access, while support staff get appropriate context.

Customizable role definitions
Account-based permissions
Action-level controls
Audit trail for all activities

Team Communication Hub

Internal team discussions about customers are captured alongside customer communications, creating complete context for future reference.

Internal team notes
Customer discussion threads
Task assignment and tracking
Escalation workflows

Activity Tracking

See who on your team has interacted with each customer, what actions they took, and what the outcomes were. Perfect for team coordination.

Team member activity logs
Customer interaction timeline
Action outcome tracking
Performance insights

Real Team Scenarios

See how team workflow solves common customer service scenarios

Account Manager Vacation

Staff Turnover

Large Account Management

Customer Emergency

New Team Member

Customer History Review

Scenario	Problem with Individual Accounts	Solution with Team Workflow
Account Manager Vacation	Customer calls, no one can help	Any team member has context
Staff Turnover	Customer relationship knowledge lost	Relationship context preserved
Large Account Management	Multiple people work in silos	Coordinated team approach
Customer Emergency	Wait for assigned person	First available person handles it
New Team Member	Long onboarding for accounts	Quick context from system
Customer History Review	Ask around for information	Complete history readily available

Individual vs Team Model

Compare traditional individual account management to unified team workflow

Customer Visibility

Handoff Process

Team Coordination

Customer Service

Relationship Continuity

Knowledge Management

Feature	Individual Account Model	LineNow Team Model
Customer Visibility	Only assigned person sees full context	Entire team has appropriate access
Handoff Process	Manual documentation and training	Automatic context preservation
Team Coordination	Email chains and meetings	Real-time shared dashboard
Customer Service	Only assigned person can help	Any team member can step in
Relationship Continuity	Disrupted by staff changes	Continuous regardless of changes
Knowledge Management	Individual notes and memory	Systematic shared knowledge

Implement Team Workflow Today

Define Team Roles

Set up team member roles and permissions based on your organizational structure

Import Customer Data

Migrate existing customer relationships and assign appropriate team access

Start Collaborating

Your team immediately gains unified visibility into all customer relationships

Perfect for Growing TeamsWhether you're a 3-person team or a 50-person sales organization, unified customer relationships scale with your business.

Ready to Unify Your Team’s Customer Relationships?

Join sales teams who eliminated context switching, improved customer coverage, and maintained relationships through staff changes.

Start Team Workflow Trial See Team Workflow Demo

No credit card required. Team setup in minutes.