Team
Last updated
Last updated
Overview
The Team menu in Inleads.ai is designed to help you manage your sales team effectively. Whether you're a solo entrepreneur or managing a large sales team, this feature allows you to add, edit, and monitor team members, ensuring that everyone is aligned with your sales goals and targets. The Team menu provides a centralized place to manage your team members' roles, contact information, and sales targets.
Key Features of the Team Menu
Active vs. Inactive Members
Active Members: The default view displays all active team members who are currently part of your sales team. Active members are those who are actively contributing to the sales process.
Inactive Members: The Inactive tab allows you to view members who have been deactivated. These could be members who have left the organization or are temporarily inactive.
Team Member Details
Name and Contact Information: For each team member, you can view their name, phone number, and email address. This ensures that all contact details are easily accessible.
User Type: Each team member is assigned a user type, either "Admin" or "Agent." Admins have full access to all features of Inleads.ai, while agents have limited access based on their role.
Sales Target: The target column displays the sales target assigned to each team member, helping you monitor their progress toward achieving their goals.
Adding New Team Members
Add Member: You can add new team members by clicking the "Add Member" button. This opens a form where you can input the member's name, email, phone number, and role (Admin or Agent).
Setting a Password: When adding a new member, you will also need to set a password for their account, which they can change later.
Assigning a Role: Choose whether the new member will be an Admin or an Agent based on the level of access you want to provide.
Sales Target: You can assign a sales target to the new member, helping them focus on specific goals from the start.
Editing Team Member Information
Edit Member: You can edit the details of any team member by clicking the edit icon next to their name. This allows you to update their contact information, change their role, reset their password, or adjust their sales target.
Profile Picture: When editing a member's details, you can also update their profile picture, adding a personal touch to their account.
Removing Team Members
Delete Member: If a team member is no longer part of your organization, you can remove them from the system by clicking the delete icon next to their name. This helps keep your team list clean and up-to-date.
User Roles
Admin: Admins have full access to all features of Inleads.ai, including managing team members, viewing reports, and editing system settings.
Agent: Agents have limited access based on the permissions set by the Admin. They can manage their leads, view their calendar, and track their sales progress.
Best Practices for Using the Team Menu
Regularly Update Team Information: Keep your team member details up-to-date, including their contact information, role, and sales targets. This ensures that your team is always aligned with your sales objectives.
Assign Clear Roles: Clearly define the roles of each team member (Admin or Agent) to ensure they have the appropriate access to the tools they need to succeed.
Set Realistic Targets: Assign sales targets that are challenging yet achievable. Regularly review these targets to ensure they align with your overall sales strategy.
Monitor Performance: Use the sales target information in the Team menu to monitor each member's performance. Provide feedback and support to help them achieve their goals.
Use Profile Pictures: Encourage team members to upload a profile picture. This adds a personal touch and helps foster a sense of team identity.
Conclusion
The Team menu in Inleads.ai is an essential tool for managing your sales team effectively. By keeping all team member information in one place, you can ensure that everyone is aligned with your sales goals and working towards the same objectives. Whether you're adding new members, setting targets, or monitoring performance, the Team menu provides the tools you need to build and maintain a successful sales team.
