Feature
Manage Teams, Users and Lead Responsibilities
Add users, give each a role, and route every lead to a clear owner.
How It Works
From Company to User to Assigned Lead
Company account
Add users
Assign a role
Route leads
Clear ownership
Users
Add Your Whole Team to One Account
Everyone works in the same CRM under one company account — no shared logins, no separate spreadsheets.
- Multiple users per company
- Each user has their own login
- Deactivate a user without losing their leads
RS
Qualified
Rahul Sharma
Example Technologies
SourceWebsite Form
StatusIn Progress
OwnerSales Team
Next Follow-upTomorrow, 11:30 AM
Lead Captured
Assigned to Sales Team
Called — Interested
Follow-up Scheduled
Roles
Control What Each Person Can See and Do
Create roles for your business — executive, manager, admin — and set permissions per role.
- Per-company custom roles
- Granular permissions
- Managers see their team, executives see their leads
RS
Qualified
Rahul Sharma
Example Technologies
SourceWebsite Form
StatusIn Progress
OwnerSales Team
Next Follow-upTomorrow, 11:30 AM
Lead Captured
Assigned to Sales Team
Called — Interested
Follow-up Scheduled
Ownership
Every Lead Has One Clear Owner
Assign leads to users manually or by rule, and reassign as workloads change.
- Manual or rule-based assignment
- Ownership visible on every record
- Reassign in a click
RS
Qualified
Rahul Sharma
Example Technologies
SourceWebsite Form
StatusIn Progress
OwnerSales Team
Next Follow-upTomorrow, 11:30 AM
Lead Captured
Assigned to Sales Team
Called — Interested
Follow-up Scheduled
In Practice
What You Get
One company account, many users
Role-based permissions
Clear per-lead ownership
Team performance in reports
Stop Losing Leads. Start Managing Them.
Capture every opportunity, give your team the right information and follow up at the right time.