3.1. Steps to add existing Sales Manager/Team Member to new projects/mandates
i. Please ensure that the Sales Manager or Team Member that you are adding is not added to the previously added projects or other mandates.
ii. If the Sales Manager/Team Member is added to other projects or mandates, then you will receive an error (as shown in the below screenshot) while adding them to the new project.
iii. To avoid error, you have to email our support team at email@example.com to increase the mandate count for the Sales Manager/Team Member with an approval of Regional/Global head. The email must include the agent's name & email ID.
iv. Once the support team receives the email, they will increase the mandate count for the requested agent after which you will be successfully able to add to the new project.
v. If the agent you are removing has active leads in the mandate, please transfer all the leads to another agent or the team lead of the mandate. To refer how to transfer leads, please refer this article.
vi. Once the leads are transferred, you will be able to remove the agent from the current mandate and move him/her to another mandate.
4. How To Change The Team Lead & Remove An Agent?
You can change the team lead by clicking 'Change Team Lead' and also remove an added agent from the list by clicking 'Remove Agent' and "Save the Mandate".
5. Define Work Hours For The Team
The working hours can be decided by a particular team by defining 'Start Time' and 'End Time'.
Also, a team's booking target can be set by defining a number in 'Team's Booking Target'.
6. How To Increase "Claimed Limit" of an agent?
Add the number of leads per day you would want your sales agent to claim per day in the mandate.
7. How to allow agents to be "Viewers" on leads & allow tag multiple "Properties" on a lead?
Select and deselect permissions for agents to be 'viewers' on any lead they transfer to other agent
Select and deselect permissions for agents to tag multiple 'properties' on any lead if they are interested in multiple projects.
8. How To Add A New Team To A Project?
You can add a new team by clicking on +Add another team.