Written by Erik Wantland

Last published at: December 9th, 2020

This feature is available to all customers on the "Platform" plan.

Create teams

To create teams in your account, click on Admin → Teams, and then click the [+ Add Team] button.


Enter a team name and if you want change the icon by clicking on it.  Then select which users should be part of the new team, and click [Save].  



Team leaders

The main purpose of using teams is so that you can designate one or more members of the team as a team leader.   Team leaders have access to all leads assigned to any member of the team, and any leads a team member is a collaborator on.

When on the team screen, you can select which members of the team should be a team leader by using the checkbox under the "Team Leader" column:



Account Team Leaders

As a platform customer you also have access to the ISA role, also known as Account Team Leaders.  An account team leader is an agent or a lender who has access to all leads in your account, but does NOT have access to admin features.