Whether you are a team of 2 or 20+, FreedomSoft can help you manage and distribute leads to your team in 3 simple steps to keep both you and them organized. Watch the video below as we show you the steps.
Step 1: Create a new Workspace called "WORKSPACE: (their name)"
Step 2: Invite them into your FreedomSoft account and give them access to their new workspace campaign only: Invite New Users
Step 3: Create a new Status in the Workflow Automation tool called "Distribute to (their name)" and then tie the Distribute To Action item to the Status and select their Workspace campaign.
This allows the leads manager on your team to simply change the status for the leads they want distributed to each team member. FreedomSoft automation will do the rest.
The short video below shows you exactly how to set the whole thing up and it won't take you but a few minutes.