Team: activity, plans and relationship care

What the Team section shows, how moves and plan progress are counted, and how to filter the team's contacts there.

Checked against the app · 22 October 2026Open in the app

What it is for

The Team section shows how the team works: plans, moves in contacts over recent days, relationship care, deals and shared progress. It is meant for overview and coordination, not competition; members are sorted by name.

How to

The page has these parts, from the top:

  1. Team plan: plan progress by member and Moves since plan start. Below it, Own plans.
  2. Closed plans: results of closed plans. Show contacts shows how far each contact got.
  3. Team activity: Period of 30, 60 or 90 days, Total moves, Active members and Most common phase, and moves by phase for each member.
  4. Relationship care: how many relationships with a cadence are on schedule for each owner.
  5. Deals: open and won deals.
  6. Team's shared progress: how many contacts are in each phase. Click a tile to filter the list below.
  7. Work split: how many contacts each member has. Click a row to filter the list.
  8. Shared relationships: the list of the team's contacts with the Working column. Clear filter removes the filter.

Good to know

  • Move = a contact moved into a phase. Each contact counts once per phase and is credited to the person who recorded the step. Steps from an import are not counted.
  • Plan progress is counted the same way as in My action plan.
  • This is where an admin starts and manages the team plan: Start team plan, Edit batches, Close plan and, for a member, Remove from plan (their batch is closed, the plan continues).
  • The overview does not show members with read-only access. An admin can exclude a member from overviews in the Members tab; their work still counts towards the team totals.
  • In the Shared relationships list you record your step by clicking a phase icon, the same as in People & relationships.

Frequently asked questions

Why do I not see a colleague in the overview?

The colleague has read-only access, was excluded from overviews, or recorded nothing in the given period.

Does a step I record on a colleague's contact count for me?

Yes. The move is credited to the person who recorded the step, regardless of who owns the contact.

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