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Team Collaboration

Set up or join a team

A team puts everyone's captured leads in one place, with shared custom fields and CRM sync.

Last updated on 01 Sept, 2026

Available on Pro and Business.

Both creating and joining happen in the app, under Team collaboration.

Create a team

Open Team collaboration in the app.

Choose Create a team

Fill in your email and name.

Decide whether to share all your existing leads with the team

Confirm you have consent to share contact information with your team

Tap Continue

Existing-leads checkbox: Ticking it shares everything you've already captured, including anything personal you collected before the team existed. If you're not sure, leave it unticked and share individual contacts later.

Join a team

You need a team code from whoever created the team.

Open Team collaboration in the app.

Choose Join a team

Enter your email, your name, and the Code

Tap Continue

If the code is wrong or expired you'll see Failed to join team. Check it with whoever sent it rather than retrying the same value.

One team at a time

A person can belong to one team only. There's no switching between teams or belonging to two at once, so if you work across two organisations, only one of them can hold your leads.

What changes once you're in a team

Your contact list gains a Show filter with All, Team, My leads, and Private.
You can filter by which teammate captured a lead.
Sharing a contact with the team becomes an option on each contact.
Admins can see and manage leads in the portal.

Not everything is automatically shared. A lead stays yours unless you share it, or unless you ticked the box when creating the team.

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FAQ

Covve Scan Knowledge Base

Team Collaboration

Set up or join a team

Team Collaboration

Set up or join a team

A team puts everyone's captured leads in one place, with shared custom fields and CRM sync.

Last updated on 01 Sept, 2026

Available on Pro and Business.

Both creating and joining happen in the app, under Team collaboration.

Create a team

Open Team collaboration in the app.

Choose Create a team

Fill in your email and name.

Decide whether to share all your existing leads with the team

Confirm you have consent to share contact information with your team

Tap Continue

Join a team

You need a team code from whoever created the team.

Open Team collaboration in the app.

Choose Join a team

Enter your email, your name, and the Code

Tap Continue

If the code is wrong or expired you'll see Failed to join team. Check it with whoever sent it rather than retrying the same value.

One team at a time

A person can belong to one team only. There's no switching between teams or belonging to two at once, so if you work across two organisations, only one of them can hold your leads.

What changes once you're in a team

Your contact list gains a Show filter with All, Team, My leads, and Private.
You can filter by which teammate captured a lead.
Sharing a contact with the team becomes an option on each contact.
Admins can see and manage leads in the portal.

Not everything is automatically shared. A lead stays yours unless you share it, or unless you ticked the box when creating the team.

Did you find this article helpful?

FAQ