Users who can perform the action: Partner admin
Steps: Side menu, Partner Admin Partner Details Teams + Create Team enter team name, business sector, and the territories the team operates in click Create
Users who can perform the action: Partner admin and team managers
Steps: Side menu, Partner Admin Partner Details on the side menu Members + Add Member enter new member details, when done click Add the member will receive an email to complete their account set up
Users who can perform the action: Partner admin and team managers
Steps: Option 1: Assign from leads list
Side menu, Management Leads All Leads Assign in the lead list view select the team member you would like to assign the lead to
Option 2: Assign from quick view
Side menu, Management Leads All Leads Expand lead info for quick view Appointment Details, Assign select the team member you would like to assign the lead to
Option 3: Assign from lead details
Side menu, Management Leads All Leads View Lead Details Assign at the top of the window select the team member you would like to assign the lead to
Users who can perform the action: All
Steps: In the top menu click the bell toggle on/off the Only show unread option
Users who can perform the action: All
Steps: Click on your name in the top right corner Profile General Notifications select the notifications you would like to receive
Users who can perform the action: Partner Admin
Users who can perform the action: Team Manager
Users who can perform the action: All
Steps: Select Leads:
Side menu, Management Leads All Leads elect the leads you would like to apply the action to by checking the box on the left in the leads list click on Show Filters select the desired action from the available dropdown menus.
Users who can perform the action: All
Steps: Side menu, Management Leads All Leads Show Filters at the top of the leads list select the filter you would like to filter leads by