Team Features
Introduction
You can create team accounts in Ohmylead to coordinate on leads and manage clients across multiple people on your team.
Once you invite your colleagues to your team, you can set up lead assignment rules to automatically assign new leads, or leave leads unassigned so that everyone gets an alert and whoever is free can claim and respond to the lead.
You’ll also be able to set permissions for each team member to control the types of clients they have access to view. For example, some team members may be able to view all clients across the team, while others may only have access to view the clients that are assigned to themselves.
Admin accounts have full control over their team and data, and can invite, change permissions, or deactivate team accounts at any time.
Inviting & Manage Team Members
You can invite people to your team on Ohmylead via the following steps:
Click + INVITE NEW MEMBER
Enter the Name and Email Address of the person to invite, and select the permissions to grant them:
View Client Permissions
Clients assigned to themselves: Users will always be able to view and act on clients that are assigned to themselves.
Clients assigned to others: Allow users to view clients that are assigned to other team members. This also allows the user to assign and/or reassign clients to themselves or their teammates.
Unassigned Clients: Allow users to view and claim clients that are unassigned (e.g. clients not assigned to anyone yet).
Admin:
Allow users to have full access to view and you can edit all account information.
Editor:
Allow user to have full access to view and you can edit all account informations excluding Analytics and Destinations
Viewer:
Has view-only access to all account information.
Custom:
Custom permissions let you define all access checks that can be assigned to members.
Click on SEND INVITE to send the invitation via email
Once you’ve invited your team member(s), they’ll receive an email prompting them to download and log into the Ohmylead app to activate their account. You can view the status of your invitations on your Team Members dashboard.
If a user’s status is ‘Invite Sent‘, it means they have been sent the invitation email but have not logged in to activate their account yet. You can click the ‘…’ on the right side of the table and choose to Resend Invite or Cancel Invite.
Once a user has logged in and activated their account, their status will appear as ‘Active‘
Note that billing for team accounts starts once they have been activated. However, if you’re still on free trial and/or are not subscribed, you won’t be charged for any accounts until your free trial ends and you subscribe to Ohmylead. View more details under Billing for Team Accounts.
Team View Setting
If a user account has permissions to view clients assigned to others and/or unassigned clients, they can adjust their Team View setting to only show certain types of clients in their Ohmylead application, via the following steps:
Go to your Settings tab.
Tap on Team View.
Select the types of clients you wish to show or hide
Note: that the options available for a user will depend on the permissions granted to their account.Click SAVE
The Team View setting will not be available for accounts that only have access to view clients assigned to themselves, since they don’t have permissions to view any other types of clients.
Team Tab
If a user account has permissions to view clients assigned to others and/or unassigned clients, they’ll be able to access the Team tab in their Ohmylead app under Leads tab. This lets them quickly view clients that are assigned to themselves, unassigned clients, and clients assigned to each team member (depending on their permissions).
You can also quickly bulk assign or reassign leads from the teams tab.
Go to your Leads tab
Tap the Team tab.
Note that this tab won’t be available for accounts that only have access to view clients assigned to themselvesTap the Team Member or Unassigned to view the respective clients.
Note that the options available for a user will depend on the permissions granted to their accountTap on Options to quickly select and reassign some/all Leads to someone else
Note that the Team tab is not affected by the Team View setting.
Automatic Lead Assignment
You can configure Ohmylead to automatically assign new leads from your lead sources to your team members, or leave leads as unassigned so that they can be claimed by whoever is available. This lets you control who will receive alerts for new leads, as well as who can view and act on those leads.
Automatic Lead Assignment rules apply to new leads received across all your lead sources, such as your website, Facebook Lead Ads, Google Ad Lead Forms, and other integrations like Zapier. You can also create Advanced Lead Assignment Rules to assign leads based on specific criteria such as by Facebook Page, Facebook Lead Form, or all Facebook Leads.
You can manage your Lead Assignment rules via the following steps:
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Advanced Lead Assignment Rules
You can create advanced rules to assign leads to team members (or leave them unassigned) based on specific criteria such as by Facebook Page, Facebook Lead Form, or all Facebook Leads. As an example, you can set up the following rules:
For leads from Facebook Form X, assign to Team Member A
For leads from Facebook Form Y, assign to Team Member B
For leads from Facebook Page Z, assign to Team Members C, D, E
For all other leads, leave them Unassigned
You can create Advanced Lead Assignment rules via the following steps:
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Assigning and Reassigning Clients
If a user account has permissions to view clients assigned to others, they’ll be able to assign leads to anyone else on the team. When lead(s) are assigned, the newly assigned team member will receive an alert on their Ohmylead app to inform them of the newly assigned lead(s).
Note that team members can only contact and edit clients that are assigned to themselves, regardless of their permissions. This ensures that only one team member is acting on a lead at a time, preventing accidents where multiple people are trying to contact or update the same lead at the same time.
If you want to contact or edit a lead that is assigned to someone else or unassigned, you’ll need to assign the lead to yourself first.
REASSIGNING A SINGLE LEAD
When viewing the lead details screen, you’ll be able to reassign the lead to someone else via the following steps:
Tap on Edit
Tap on Reassign Client
Select a team member to reassign the client to
Tap on CONFIRM
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