Team Management

Manage team members, roles, and permissions. Assign leads, track performance, and collaborate across your organization.

Key Benefits

Role-Based Access

Assign roles with granular permissions for each team member and module.

Lead Assignment

Automatically assign leads to team members with round-robin or custom rules.

Performance Tracking

Track calls, emails, deals, and revenue per team member with performance dashboards.

Team Collaboration

Share notes, tasks, and deal records across your team for seamless collaboration.

How It Works

1

Invite Team Members

Add users and assign roles with the right permissions.

2

Set Up Lead Routing

Configure round-robin or custom rules for automatic lead assignment.

3

Track & Optimize

Monitor team performance and optimize your sales process.

Frequently Asked Questions

Can I control what each team member sees?

Yes. Assign roles with granular permissions for each module, including view, edit, and delete access.

Can I automatically assign leads to team members?

Yes. Set up round-robin or custom rules to automatically distribute leads to your team.

Ready to Get Started?

Manage your team with roles and permissions, lead assignment, performance dashboards, and collaboration tools.

14-day free trial • No credit card required