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How to manage teams

Posted
Updated
ByUsman Mukaty

The article will explain:

  1. How to create managers.
  2. How to create teams.
  3. Assigning leads to a team
  4. FAQs

1. How to create managers:

1a. Go to the “Users” section and tap on “Add user”
1b. Type in the Manager’s details and make sure that the role is set to Manager

2. How to create teams:

2a. Go to “Settings” and “Teams”. Tap on “Add Team”
2b. Enter the name of the team and assign a manager to the team. Tap on “next”.

2c. After you create a manager, you can now create a team by selecting a manager and agents as below. Once done, tap on “Next”.

Note: The manager is only able to see the leads of the agents selected for his team.

3. FAQs

3a. Will the manager be able to log in to the Admin Dashboard and have complete access to the Dashboard?

​Answer: Yes, the manager will be able to log in to the dashboard. The manager will not have complete access to the dashboard. He will only be able to see the stats and leads of his team. He will be able to manage (edit/reassign) these leads. He won’t be able to create new campaigns/add leads. Also, he won’t be able to export leads from the dashboard.

3b. Will the manager be able to make calls on the agent’s app?

Answer: Yes, the manager can act as an agent and call his leads on the app.

3c. Will the manager be able to reassign the leads to agents from other teams?

Answer: No, he can only assign leads within his team. The admin can assign leads to different teams.

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