Team

Demo data. Roles are enforced per workspace.

Members

6

Assigned Leads

48

Roles Available

6

Members

DW

Dana Whitfield

Admin

7 leads184 actions
MR

Marcus Reyes

Acquisitions

11 leads212 actions
PN

Priya Nadar

Lead Manager

10 leads156 actions
CB

Corey Blake

Caller

11 leads341 actions
SO

Sam Ortega

Manager

9 leads97 actions
JT

Jill Tran

Viewer

0 leads12 actions

Roles

  • Admin

    Full access including billing, branding and integrations.

  • Manager

    Manage leads, campaigns and team assignments.

  • Acquisitions

    Work leads, make offers and move deals through the pipeline.

  • Lead Manager

    Import, clean and assign lead lists.

  • Caller

    Work the outreach queue and log activity only.

  • Viewer

    Read only access to leads and reports.