Purpose:
Even after being shared on a team, the team leader still has to determine the level of access you have to their leads. We have multiple options explained below.

  • If the team leader is to share an entire territory with you, please have them see the help article titled 'Sharing a Territory with a Team member'.

(The territory information will take 48-72 hours to import into your account.)

  • If the team leader is only looking to share the platform with you and then hand assign leads, please have them see the help article titled 'Giving your Team Member a Platform Seat'. Then, they will be able to assign leads right from the lead dashboard.

Thank you for reading this article. We hope we were able to help!

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