Team Management

Create a member, assign roles, commissions, app user and permissions

Setter, Closer, PM and the full table of configurable permissions

Team, extended visibility, the manager commission (managed setter or closer, own-sales toggle, retroactive), the Mine/Team scope and bulk reassignment

For admins and sales managers: appointments set, call outcomes, contracts closed, lead handoffs and follow-ups member by member

Set percentages, type, renewal percentage and fixed amount

Approve pending users, copy the invite link and manage accounts

See the app as a team member to check permissions and views