Note: Team settings are open only for Admins and Account Owners only. -Account owner is the highest authority on the system. They can edit all tabs, leads, users, pipelines, and configurations. They can perform all data entry actions & review and modify reports & settings .Can perform all functions including performing calls, register updates, or log […]
Category: Team Hierarchy
How to add users & assign roles?
Note: Team settings are open only for Admins and Account Owners only. 1. Go to Team 2. Add/Edit users 3. Fill pop up 4. Press Add user
How to edit/change roles? What are the actions I can perform on Team members?
Note: You can always upgrade users. In order to downgrade, delete users and add again in the new role. 1. Go to Team 2. Edit desired user 3. Change role from dropdown 4. Press Save
What happens to leads when I delete Team Leader(s)?
Note: Deleting team leaders is open only for Account Owners & Admin. In order to delete a team leader, you have to first assign all his leads to other users.
How to delete Team Members? What happens to their data? How to re-assign leads?
Note: Deleting team members is open only for Account Owners & Admin. To delete a team member you must first assign their Leads to other team members to be in charge of them, because if you just delete a member their leads will automatically be unassigned. 1. Re-assign team member’s leads 2. Go to Team 3. Choose […]
How to change passwords for users?
Note: Team reset password is open only for Account Owners & Admin. 1. Go to Team 2. Choose desired user 3. Reset Password 4. Enter new password > Press Reset Password 5. Click Reset