👥 Manage teams

In our platform, you can effortlessly manage your teams and organization. Each member has a designated role, helping streamline your workflow and improve collaboration.

When you add team members, they become part of the same organization, making it simple to work together on leads. Each person receives their own login, allowing you to track performance easily. 📊

Types of Users:

  1. Super Admin (Creator Role) 🔑

    • As the creator of your CRM account, the Super Admin has full access to all data and features.

    • This role is vital for overseeing the entire organization and managing teams effectively.

    • Only one Super Admin can be assigned by default, but you can contact support to request additional Super Admin roles.

  2. Admin

    • Admins enjoy extensive access across the platform, allowing them to manage multiple teams and oversee their performance.

    • They can view all data related to their teams, ensuring smooth operations and oversight.

  3. Team Leader 👨‍💼

    • Team Leaders have visibility into the activities and data of their specific teams.

    • They can track leads, monitor progress, and ensure that team members stay on track, but they do not see data from other teams.

  4. Employee 👩‍💻

    • Employees can only access the leads and tasks assigned to them, keeping their focus sharp and organized.

    • They cannot delete or access data outside their assigned responsibilities, enhancing data security.

Just add team members' phone numbers and names, and we'll send them a WhatsApp message with a link to get started. They can log in with their phone number and immediately see your organization's name and their role. 📱

Teams

You can also organize your team into different groups based on their roles or locations. Each group can have one team leader for better management, but this is optional. You can easily adjust team structures, move users, and change their roles as needed, all while maintaining data integrity.

  1. Role-Based Teams Organizing teams by roles enables you to create specialized groups that focus on specific tasks or functions. Here are some examples:

    • Sales Team: Focused on generating leads and closing deals.

    • Support Team: Dedicated to assisting customers and resolving their issues.

    • Marketing Team: Responsible for promoting products and managing campaigns.

    • Finance Team: Handles budgeting, invoicing, and financial reporting.

  2. Location-Based Teams Organizing teams by geographical location helps in managing field operations more effectively. This structure is especially beneficial for organizations with regional offices or field sales teams. Examples include:

    • North Region Team: Covers all operations and leads in the northern region.

    • South Region Team: Focuses on leads and activities in the southern region.

    • East and West Region Teams: Can be set up similarly to manage specific territories.

Adding & Managing Team Members

  1. Adding Team Members:

    • Navigate to More > Settings > Manage Team and tap the + button at the bottom.

    • Enter the member’s name, phone number, and select their role.

    • Choose the team they will be a part of or assign them directly to the organization.

    • Specify reporting: team members can report to admins or, by default, to the super admin.

    • The member will receive a WhatsApp message with a download link. They can log in with their phone number and start using the CRM right away.

  2. Updating User Details (Adding/Editing Users):

    • Follow the same steps as when adding a new member.

    • You can update their phone number, role, or assigned team from this screen.

    • Reactivate deactivated users here without data loss, ensuring continuity.

  3. Moving Members Between Teams:

    • To move a member to another team, go to More > Settings > Manage Team and select the user.

    • Update the team from the dropdown menu in the edit user screen.

    • Note: Each team can have one team leader, but unlimited team members and multiple admins.

  4. Removing Team Members:

    • Navigate to More > Settings > Manage Team and select the member to deactivate.

    • Deactivated users lose login access but retain all their data. You can reactivate them later if needed.

Notes:

  • If a team member leaves, simply change their name or number, or transfer their data to another member. 🔄

  • You can deactivate users, blocking their login access.it can reactivated later easily 🚫

  • Admins can belong to multiple teams, but each team can have only one team leader. 🏆

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