How to Use the Teams Tab in REsimpli
Step 1: Open a Lead Profile
Go to the Active Leads pipeline and open a specific lead or property address.
Step 2: Open the Teams Tab
Click the Teams tab inside the lead profile.
Step 3: View Assigned Team Members
The Teams tab displays:
Assigned Team Members
Assigned Roles
Current Lead Assignments
Step 4: Review Role Assignments
You can see which users are assigned to roles such as:
Acquisition Manager
Lead Manager
Admin
Marketing Manager
Other Team Roles
Step 5: Manually Assign Team Members
To assign a user to a role:
Select the role
Choose the team member
Save the assignment
Step 6: Reassign Team Members
You can also update or replace existing team assignments directly from the Teams tab.
Step 7: Manage Lead Ownership
Use the Teams tab to control which team members are responsible for handling the lead.
Step 8: Contact Support if Needed
Reach out to REsimpli support if you need help managing lead team assignments.