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
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...
Tue, May 25, 2021 at 12:04 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 ...
Tue, May 25, 2021 at 12:05 PM