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Overview
Lead Liaison allows Admins to can set up Teams across their organization. Each user can be part of multiple teams. If a user is part of multiple Teams then the rights/permissions for each Team is are inherited. For example, if permissions for feature X is off in Team A but on in Team B and the user is part of both Team A and Team B then the user will have access to feature X since it was on in Team B.
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This section covers adding, deleting, and editing Teams.
Adding Teams
To add a Team do the following:
- Go to Settings Setup > Users > Teams
- Click on the Add Team New button
- Enter the name of the new team.
- The new team is now visible.
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To delete a Team do the following:
- Go to SettingsSetup > Users > Teams
- Click the gear and select Delete next to the Team you want to remove
Editing Teams
To edit a Team name do the following:
- Go to Settings > Setup> Users > Teams
- Under the gear click Edit
- Enter the new name of the Team and add/change a photo for the Team. See See the screen shot screenshot below:
Notifying a Team
To notify a Team name do the following:
- Go to Setup> Users > Teams
- Under the gear click Alert
- Customize the notification preferences for the team
- Click Save
Assigning a Security Profile to a Team
To assign a security profile to a Team do the following:
- Go to Setup> Users > Teams
- Under the gear click Assign permissions
- Click on the Security Profile field to choose the intended security profile
- Click Save
Unassigning a Security Profile to a Team
To unassign a security profile from a Team do the following:
- Go to Setup> Users > Teams
- Under the gear click Unassign permissions
- Click on the Security Profile field to choose the intended security profile to be removed
- Click Save
Assigning Capture Form Labels to a Team
To assign a label or labels to a Team do the following:
- Go to Setup> Users > Teams
- Under the gear click Capture form labels
- Click on the Labels field to choose the intended label or labels
- Click Save
Assign Access to a Team for an Event
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The team members will then be moved to Below User Access as shown:
Distributing Leads to Teams
Lead Liaison allows users to distribute leads to Teams in round robin fashion. Higher priority Teams will receive leads first. To change the order of a Teams priority click the up and down arrows under the "Order" column.
Removing a User from a Team
To remove a user from a Team do the following:
- Go to Settings Setup> Users > Teams
- Search for the intended team.
- Click on the number below the Users column.
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