Using teams can group together those users that you frequently work together with such as Processors and Marketing Team.
With Teams you can:
- Assign a Team to a contact based on a Tag
- Schedule a Call and assign it to the Team
- Add a Task Reminder and assign it to the Team
- Assign Assignment Caps to the Team for new leads
- Default Lender and Agent Assignee using Round Robin
To set up a Team of Users navigate to Settings >> Access >> Teams. From there give your new Team a Name, for example New Lead Concierge and then hit to begin adding Users.
Next, select the Users you want to add to your new Team by selecting clicking on "Create team member" and then from the drop-down select the User you want to add and hit . Add as many users as you want.
How to Add a Team to a contact?
You can Manually add a Team to a contact by navigating to Contacts and clicking on the eyeball to the left of the contacts name. On the Quickview window that popuplates on the right, scroll down on the left hand side of that window till you see Team Members.
Simply check the Team you want to add then hit Apply at the bottom of the list. You'll see a new circle icon appear in the Team Members area. Clicking on the icon will bring up information on that Team including the Team Name and who is on that Team.