Teams - Working together in a team environment
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...
Mon, Apr 29, 2019 at 1:41 PM
Managing Teams - Admin vs Team Lead vs Member views
Designated Team Administrators have the ability to create and manage the teams, team leads, and members for an organization. Team administrator access is ma...
Mon, Apr 29, 2019 at 1:42 PM
Round Robin - Assigning Leads
If you have a team and want to assign leads across your team members, you can assign those leads by connection type: Zapier leads leads IDX ...
Wed, Jun 17, 2020 at 12:18 AM