Overview

Lead Liaison allows Admins to setup 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 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.

Managing Teams

This section covers adding, deleting and editing Teams. 

Adding Teams

To add a Team do the following:

• Go to Settings > Administration > Teams
• Click on the 'Add Team' tab toward the top of the page

• Enter the name of the new team. 
• The new team is now visible under the 'Manage Teams' tab. 

Deleting Teams

To delete a Team do the following:

• Go to Settings > Administration > Teams
• Check the box under the 'Remove' column for each Team you want to delete
• Click the 'Remove Selected' link above the table to remove the selected Teams

Editing Teams

To edit a Team name do the following:

• Go to Settings > Administration > Teams
• Under the Actions column click on 'Edit' next to the name of the Team you want to change the name of
• Enter the new name of the Team and add/change a photo for the Team. See the screen shot below:

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.