Teams
A team can work the same client.
Routing can place a new lead with an agent. The record, conversation, and activity stay shared so the next person is not starting over.
Teams
One record the whole team can continue.
- 01
Assignment
A lead can be assigned to an agent.
- 02
One record
Notes and activity are on the lead, not in a private notebook.
- 03
Visibility
What the workspace allows the team to see is the lead record itself.
Team administration is limited to the workspace tools that exist today. This page does not add an enterprise admin console.
Book a demo