// team

Give every rep exactly the access they need

Owners and managers see everything. Sales reps work the leads assigned to them, and you tick extra permissions per person: see all leads, assign, delete, import and export, manage integrations or see campaign ROI.

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  • 3roles: owner, manager, rep
  • 6permissions to tick per rep
  • leaderboardby response time

01Roles that match a sales team

The owner runs the workspace, managers see and manage everything, and reps see the leads assigned to them across every page, export and the AI assistant.

02Permissions, ticked per rep

When you invite a rep, or later on the Team page, tick what else they may do:

  • See all leads, not only their own.
  • Assign leads to any teammate.
  • Delete leads.
  • Import and export leads as CSV.
  • Manage Meta, the Conversions API and lead sources.
  • See Campaign ROI.

03Enforced everywhere

Permissions are checked by the server on every request, not just hidden in the interface, including the API, MCP and the AI assistant.

04See who replies fastest

The leaderboard ranks your team by leads handled, average first response, share answered within target, qualified and won.

05How it works

  1. 1
    Invite a teammate

    As a manager or a sales rep.

  2. 2
    Tick permissions

    Only for reps; managers have them all.

  3. 3
    Add them to the rotation

    Choose who receives new leads.

  4. 4
    Coach with data

    Use the leaderboard and response times.

06Questions

Can I change permissions later?

Yes. Open the Team page and edit any rep's permissions; they apply from their next page load.

Do permissions apply to the API and MCP?

Yes. Every request is checked on the server with the person's role and permissions.

How do invites work?

You get an invite link to share, and it is emailed automatically if your mail server is connected. Links expire after 7 days.

// speed to leadLead routing & speed-to-leadAssign new leads round-robin or to one person, track first-response time, and alert managers when a lead waits too long. Reply first and win more deals. // agency modeAgency modeRun every client in its own workspace from one login: separate leads, Meta connection, sources, pipeline and team, with one bill for the agency. // pipelinePipeline, tasks & follow-upsA drag-and-drop sales pipeline with your own stages, follow-up reminders, tasks, tags and a work queue that shows every rep who to call next.

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