Team Profiles and Lead Routing
- Routing Leads to Team Members
- Agent Capacity and Lead Routing
- Can I add my admin as a referral agent?
- How can I tell what teams I am part of?
- Can a team leader also be a referral agent of another team?
- Can you be a Referral Agent on multiple teams?
- How do I change a team member's status to Referral Agent?
- When should I add an agent as a Referral Agent?
- What's the difference between Member Agent and Referral Agent?
- What are Referral Agents and when do I use this option?
- Is the tasks page accessible by all team leaders even if they don't have routing rules set up?
- Are Referral Agents eligible to receive tasks set by team leaders?
- I am a team leader, how can I see how many tasks I have that are overdue?
- Is there a way for a team lead to see when one of their team members has completed a reminder (e.g., taken a lead out of “New” status)?
- How will my team members be notified of these reminders?
- Can team leaders without members use Team Reminders?
- What happens if I edit a rule while it is turned off?
- What happens if a lead is reassigned?
- Can I set rules for specific people on my team?
- Can team leaders create their own rules?
- Will I have access to the Team Reminders page if I don't have team members or routing rules set up?
- Who can set up the rules and time limits? Do individual agents have access to the reminders feature?
- Can I access these rules on desktop and the mobile app?
- What do the reminder push notifications look like?
- I am a team member. What actions are required to complete my reminder tasks?
- I am a team member. What are team reminders and how will I be notified?
- What are team reminders and how do I set them up?
- How can I add a team member to my team profile?
- Do I need to download the PA App?
- What happens once a lead is assigned?