Settings
Team
Your seats, who claims which lead, and the team's pool.
‹ Setup
Team
Each lead stays with the agent it reached. Each agent's clients and pipeline are their own while they are on the team.
How leads reach your team
A lead belongs to the agent whose lead address received it, or whose own verified mailbox forwarded it.
If the lead is already a teammate's client, it still stays with the agent it reached, with a note saying whose client they are.
The team, in numbers
| Agent | Leads, 30 days | Waiting | Clients |
|---|---|---|---|
| Jonny Sorrentino · you | 8 | 5 | 84 |
| Rune Kessler | 0 | 0 | 3 |
| The team | 8 | 5 | 87 |
Counts only.
Every lead, and who has it Invite an agentOn the team
Jonny Sorrentinodemo@followap.co · owner
Rune Kesslerrune.kessler@example.invalid
Remove from team
When an agent leaves, every client they worked stays with the team, with all its history. They may take a copy of those clients into their own paid FOLLOWap account.
