For teams

Better follow-through. Together.

TeriTrak starts with the field rep and adds narrowly scoped shared-deal collaboration, role-aware access, and planned organization visibility as teams grow.

Start with the rep. Expand with clear boundaries.

Keep accounts, contacts, deals, activities, tasks, events, receipts, and Teri’s follow-through centered on your own day.

Prepare for customer conversations.
Capture follow-through while it is fresh.
Keep deals and commitments connected.

Approved teammates can contribute to a shared deal. Unrelated private records and raw voice data stay protected.

Share specific opportunities.
Coordinate relevant activities and follow-up.
Preserve private data outside the shared deal.

Planned organization tools bring role-scoped pipeline visibility and administration. Salesforce support and the management portal are coming soon.

Review authorized pipeline and deal context.
Understand follow-through across approved teams.
Manage members, roles, integrations, and subscription visibility.

Illustrative collaboration model

Example access scopes shown for demonstration.

Rep workspace

Private accounts
Private contacts
Private receipts
Private raw voice data

Shared deal

Deal summary
Relevant notes
Activities
Tasks
Events

Management portal

Coming soon

Organization-level visibility
Role-scoped access

What shared-deal access includes

Deal summary and current opportunity context
Relevant collaborator notes
Activities, tasks, and events connected to the shared deal
The next actions needed to move the opportunity forward

What stays private

Unrelated accounts and contacts
Private receipts and files
Private notes outside the shared opportunity
Raw voice recordings and raw transcripts
Personal calendar items outside the shared context