Team
Sarah
Last Update منذ شهر واحد
Overview: "The Team section allows agents or sales reps to add team members who can help manage, nurture, and respond to leads. Each member can be assigned specific lead types and receive notifications directly.
Key Features / Capabilities
View current team members
Add new team members
Assign lead types and notification preferences
Monitor performance (e.g., speed to lead, last login)
Reset passwords for team members
Step-by-Step Instructions
How to Add a New Team Member
Step 1: Navigate to the Team section and click "Add Team Member" button.
Step 2: Fill Out the Member Info
- Upload Profile Picture (optional)
- Name, Email, Phone Number
Step 3: Lead Notifications
- Choose how they should receive leads (SMS, Email, Both)
Step 4: Assign Lead Types
- Select which lead types they will receive (buyers, sellers, etc.)
Step 5: Save
Tips & Best Practices
Use team members for faster response times
Regularly review “Speed to Lead” to improve performance
Train team members using the platform’s guides
Use tags or filters to segment lead responsibilities