Teams

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...
Tue, May 25, 2021 at 12:03 PM
Round Robin VS Broadcast Setup
Leads that are qualified by the AI are handed off in real time to owners as per 2 rules. We can setup Broadcast or Round Robin for the agent hand-off.  ...
Mon, Nov 1, 2021 at 5:25 PM
Dynamic Leads Assignment
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...
Wed, Jun 16, 2021 at 12:06 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...
Wed, Jun 16, 2021 at 12:10 PM
Lead Notifications
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. ...
Mon, Nov 1, 2021 at 5:03 PM