Team management: Create teams, invite team members, assign leads, and more.

Create Teams

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

Invite Team Members

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

Assign Leads

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

Enhanced updates for new leads, new assignments, and updates on disqualification requests. In-App Notifications

In-App Notifications

Users who can perform the action: All

Steps: In the top menu click the bell toggle on/off the Only show unread option

Receive Email and SMS

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

Introducing bulk actions including filter, sort, and export to streamline your campaign.

Bulk assign to anyone

Users who can perform the action: Partner Admin

Bulk assign to team only

Users who can perform the action: Team Manager

Bulk assign to Partner Admin only

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.

Filtering

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

Share User | Permission Controls

Feature

Partner Admin

Team Manager

Member

Dashboard

Team Management View

Create Teams

Edit Team Members

Edit Team Details

Activate/Deactivate Team

Edit Territories

Lead Management Access

Access to All Leads

Access to Leads on Team

Access to Leads Assigned to you

Update Lead Status

Update Lead Appointment

Request Return

Accept/Reject Return

Edit Lead Details