You will be able to add Project Details from here - Click to access
Access role: super, assignment_owner, assignment_runner, and team_lead will be able to add project details, and make changes.
Points to learn while Adding a Team in a mandate:
- How to add team leads.
- How to add agents under a team lead.
- How to change a team lead?
- How to remove a Sales manager?
- How to define the work hours of a team?
A teams responsibility includes managing leads, rapport building, schedule and action follow-ups, events, meetings, and drive leads from the site visit to the booking done.
Note: Unless you add a team in this section, you won't be able to work on the mandate nor be visible in the 'Overview' section to start your analysis.
How to Add a Team Lead?
Search for the name of the user to be added as a team lead.
Note: You have the option to edit a team name from default team names viz Team1, Team2, Team3, etc...
Example: Tarun's Team, Harshal's Team, Ahmed's Team, etc...
How to Add Sales Managers?
Start typing the name of the Sales Manager who'll be added under a team lead.
Note: One or more agents can be added to a team.
There are 2 categories defined for each Sales Manager -
- Add agents who'll work on leads - You can add Sales Manager who will receive the leads and will work on them.
- Agent(s) with lead flow switched off - You can add agents who you wish to not send any leads at the start. Agents under this section are moved when their lead flow is Off.
How to change 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".
Define Work Hours for the Team -
The working hours can be decided on 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'.
How to add a new team to a project?
You can add a new team by clicking on +Add another team.
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