Add your team
Give each salesperson their own login and assign leads to them.
Open Team
In the menu, under Account, open Team. Only the account owner sees this.
Invite a salesperson
Under Invite a salesperson, enter their Email (their login) and press Send invite. They get a link to set up their login.
Assign leads
Open a lead and choose the person under Assigned to.
Remove someone
Back on Team, remove a member at any time. Their login stops working and their leads stay in your account.
Good to know
- The Pages plan includes 3 team logins and Agency 10.
- A team member sees leads assigned to them and leads not yet assigned. They cannot change billing or delete the account.