What can my teammates do on Salespanel? What are the notification settings for them?
Having team members on Salespanel will help your colleagues access data and use Salespanel to track their sales conversations. Your team members can also assign leads to each other depending on their roles. Team members have separate email tracking extensions and can track leads assigned to them and get notified without interference.
What are the different access levels for team members?
There are three access levels for team members:
- Admin: This team member role will give administrator privileges to your team members. They can change any setting on your account and can create/change/remove contacts, feeds, lead scoring rules, etc.
- All Contacts: With this role, your team members can view all of your contacts and will have full access to the data but they won’t be able to modify any account configurations.
- Assigned Only: Team members with this role will only able to view contacts that have been assigned to them by other team members.
How can I assign leads to team members?
To assign leads to team members, open a contact’s details page and look for Assigned To. Select the team member you want to assign and click Assign. Once a contact is assigned to a team member, they will be able to see all profile data and activity details and will also receive notifications for the contact.
How many team members can I add to my account?
The number of team members you can add depends on your subscription plan. You can add up to 5 team members on Salespanel Basic plan and up to 20 team members on Growth Plan. Plans with a higher number of seats are also available.
Is Email tracking available for all team members?
Yes! If you are using our Chrome or Outlook extension then your team member can also install that and connect that with their respective Salepanel account. Every lead they want to track using their email inbox will be logged to Salespanel and tracked as usual.