Teams within Teams filtering is available to accounts on our Platform plan.
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About Team Reporting
Team-specific reporting provides insight into the performance of each of the teams you have in Follow Up Boss.
- See which agents and teams are performing the best.
- Clearly focus on specific teams.
- Understand the precise pipeline for each team.
Viewing Permissions
- Account Admins: Can view reporting and Deals for all teams.
- Team Leaders & ISAs: Can view reporting and Deals for their team only.
- Team Members: Can view their individual stats and Deals.
Agent & Lead Source Performance
1. Navigate to Reporting > Agent Activity
2. Filter to the desired team in the upper right-hand corner
2. Any subsequent reports you pull will reflect the selected Team
Deal Tracking
1. Navigate to Deals
2. Filter to the desired team in the upper right-hand corner
2. All pipelines will now reflect your team of choice