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Team Management

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  • Team Off Boarding Best Practices
  • Request Changes to Your Team's Roster (Unlimited)
  • Add or Remove a Guest User Admin in Command for Teams (Unlimited)
  • Set Agent Permission Levels for Your Team (Unlimited)
  • Enable/Disable Agent Access to Personal Opportunity Pipelines (Rainmakers)
  • Create and Manage Team Custom Lead Sources (Enhanced/Unlimited)
  • Create and Manage Team Custom Fields (Enhanced/Unlimited)
  • Create and Manage Team Contact Tags (Enhanced/Unlimited)
  • Create and Manage Team Opportunity Tags (Rainmaker)
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