Invite your team and choose who gets leads

salestrack works best when everyone who talks to leads uses it. Invite your team, give each person the right role and branch, then decide who should receive new leads.

Before you start

• You need access to Team & settings. By default that is the Owner and Admin roles.
• Check your seats. Settings › Team members shows how many seats you have used, for example 10/15. To add seats, go to Settings › Billing & wallet.
• Add your branches under Settings › General first, so you can put people in the right branch.

Invite people

1. Open Team members. Go to Settings, and under Team click Team members.
2. Click Invite people. To set someone up yourself instead, use Add manually.
3. Enter their emails or WhatsApp numbers. Separate several with commas.
4. Choose a role and branch. The role decides what they can see and do. See Roles and access.
5. Send. Each person gets an invite. Their status shows as Invited until they join.

Choose who gets new leads

Not everyone on your team should receive new leads. A manager or a doctor may only need to see them.

1. Open the member. Click their row, or Edit in the actions menu.
2. Turn on Gets new leads. This lets assignment rules (round robin, capacity based and keyword rules) give them leads. Turn it off for people who should not receive leads.
3. Set capacity. If you share leads by capacity, set how many leads this person can handle.
4. Check branch and availability. Make sure their branch is right, especially if you use Keep leads in their branch.

The Gets leads from column in the team table shows which pipelines each person receives leads from, and Open leads shows their current load.

Availability, leave and leaving

• Availability: each person can set themselves Available, On break or Offline from My day or their account menu. This controls whether they get new leads.
• Mark on leave: from the actions menu. With Skip members who are away on in lead assignment, they will not get leads while away.
• Deactivate: when someone leaves. salestrack asks you to confirm first. Reassign their open leads to other people from the Leads list.