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Team & Collaboration

Invite team members, manage roles, and collaborate. Learn how to build your team, set up permissions, share leads effectively, assign work, and enable seamless collaboration across your travel agency.

Inviting Team Members

Add team members to your organization and collaborate. Invite colleagues, assign roles, set permissions, and build a collaborative team to grow your travel agency.

5 minutes
beginner

Roles and Permissions

Understand the different roles in LeadsFollow and what each role can do. Learn about owner, admin, and agent permissions, and how to manage access for your team members.

5 minutes
beginner

Sharing Leads with Your Team

Learn how to share leads, assign them to team members, and collaborate effectively. Enable seamless teamwork by sharing leads and assigning ownership.

5 minutes
beginner

Team Management

Complete guide to managing your team, members, and organization. Learn how to invite members, assign roles, manage permissions, and build a collaborative travel agency team.

10 minutes
intermediate
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