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  2. Professionals
  3. Team Profiles and Lead Routing

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?
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