Teams
It is very important to know when a new lead comes into your system. You'll be able to stay on top of your game if you know that piece of information. L...
Tue, Sep 20, 2022 at 4:14 PM
Leads that are qualified by the AI are handed off in real-time to owners as per 2 rules. We can set up a Broadcast or Round Robin for the agent hand-off. ...
Tue, Sep 20, 2022 at 3:19 PM
We can setup how new and qualified leads are assigned to the owner(s). Using the Dynamic Lead Assignment means assigning leads to Annette first so leads...
Tue, Sep 20, 2022 at 3:43 PM
Designated Team Administrators have the ability to create and manage the teams, team leads, and members of an organization. Team administrator access is man...
Tue, Sep 20, 2022 at 3:55 PM
Yes, Fieldnotes can support a team environment. Whether your team consists of a lead and one assistant or a team of agents, Fieldnotes can support you. Y...
Tue, May 25, 2021 at 12:03 PM