Users + Teams

Here we will a guide to your user and team settings, with each section explained.

Setting Users and Teams allows your leads and customers to connect instantly with the right sales rep or team! Ensuring the ultimate experience for your prospects and customers.

Directing customers and leads to the desired team or person within your company guarantees that your business will not lose valuable time in qualifying sales leads or dealing with customer inquiries.

You're able to add multiple users and teams, to ensure all inquiries and leads are routed to the correct teams and people!

Please read our guide on adding Users and Teams

Once you have set Users and Teams, you can configure your virtual number for Call Routing and IVR and also assign Users and Teams to your Widget.

Once assigned, your callers or site visitors will have the option to connect with the relevant team, instantly!

Last updated