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LimeCall
  • Welcome to LimeCall
    • ❓What's In The Box?
  • 🚀Getting Started
    • 🚀Activate Your Trial
    • 🚀Getting Started Checklist for Admin
      • ⬇️Step 1 | Setting Up Call Forwarding
      • ⬇️Step 2 | Install Widget
      • ⬇️Step 3 | Invite A Team Member
      • ⬇️Step 4 | Configure Notifications
      • ⬇️Step 5 | Set Personal Working Hours
      • ⬇️Step 6 | Set Business Hours
      • ⬇️Step 7 | Personalize Your Widget
      • ⬇️Step 8 | Integrate Your Calendar
    • 🔧Settings
      • Personal Settings
      • Company Settings
      • Platform Settings
        • Calls
        • Schedules
        • Countries
        • Auto Response
        • BlackList
        • Caller ID
      • Quick Replies
      • Lead Qualification
      • Users + Teams
      • Billing
      • Integration
      • API
      • Audit Log
      • Installation
      • My Page
    • 🚀Getting Started for Agents
      • ⬇️Configure Work Hours
      • ⬇️Setup Call Forwarding
      • ⬇️Test Call Forwarding
      • ⬇️Configure Profile
      • ⬇️Configure Virtual Number (If assigned)
      • ⬇️Watch a Demo Video
    • 🚀Widget Setup
      • ⬇️Installing the Widget
      • ⬇️How each Widget theme works
        • Comparing each Widget theme functions
        • Classic Widget
        • Smart Widget
        • Modern Widget
        • Callback Widget
        • Ultimate Widget
      • ⬇️Widget Basic Settings
      • 🆕Customize the Widget to your brand design
      • 🆕Customize the Call Button to your brand design
      • 🆕Adding / Removing Channels to your widget
      • 🆕Adding Social & External Links
      • ☑️Testing Your Widget
  • ℹ️Onboarding Guide
    • Click 2 Call
    • Virtual Number
  • ℹ️Getting Started Guide
    • ⬇️Installing the Widget
    • ⬇️Widget Templates
      • Comparing each Widget theme functions
      • Classic Widget
      • Smart Widget
      • Modern Widget
      • Callback Widget
      • Ultimate Widget
    • ⬇️Widget Basic Settings
    • 🆕Customize the Widget to your brand design
    • 🆕Customize the Call Button to your brand design
    • 🆕Adding / Removing Channels to your widget
    • 🆕Adding Social & External Links
    • ☑️Testing Your Widget
  • 📔Manager's Handbook
    • Learn the basics of LimeCall
    • Login to LimeCall
    • Start managing your first lead
    • Set up the Agent App
    • Bring people on board
    • Edit Agent profile
    • Test LimeCall with teammates and friends
    • Check out the basic tools and features
    • Set up the Widget
    • Customize the Widget
    • Add LimeCall to your website
    • Start connecting
    • Choose a plan and subscribe
    • Adding A Payment Method
    • Dive into Reports
    • Train your team
    • Go beyond basic features
    • Register for A2P
      • Registering for A2P
      • A Complete Guide to A2P 10DLC
      • LimeCall Messaging Policies
      • Compliance Requirements
      • Is LimeCall HIPAA Compliant?
  • 💡Use Case Examples
    • For Business Texting
    • For Call/Meeting Scheduling
    • Personal Booking Page
    • Callback Automation Platform
      • Reduce Lead Response Time
    • Business or Additional Number
    • Lead Routing
      • For Lead Notification & Distribution
    • Facebook Lead Ads
  • ⁉️FAQs
    • General
      • What is LimeCall used for?
      • How do I activate my Free Trial?
      • Is it mandatory to verify the number?
      • Trial Activated, what next?
      • Getting Started Checklist - What is it and must I complete it?
      • What languages does LimeCall support?
      • Do I need coding experience to install LimeCall on my site?
    • Dashboard
      • Setting up your profile
      • How to add several users to one LimeCall account?
      • What is the "Customer answer rate"?
      • What is the 'Agent answer rate'?
      • Can I manage the access level of team members to my account?
      • Can I assign specific teams & users to a specific widget/site?
    • Calls
      • What is a call button?
      • What is the time limit per call?
      • How to block spam callers?
      • How to assign an incoming number?
      • How to switch off SMS notifications?
      • What are Call Settings
      • Setting Caller ID
      • Will I get a toll-free phone number from my preferred country included in the Pro Plan?
      • Receiving digital calls from your website and app (WebRTC)
    • Widget
      • Customise the appearance of the Widget's design
      • The basic settings of the Widget Display
      • How can I design my Widget Template?
      • How to set your business hours?
      • Where do messages from the LimeCall widget go?
      • Can I choose where the widget is displayed?
    • Platform
      • Can I save individual and company contacts?
      • How to check the activity of Leads?
      • How to allow Customers to schedule a Call?
      • Selecting which URL’s display your widget?
      • How to add users and teams to your Dashboard?
    • Working Hours + Availability
      • How to add business hours to reflect team availability?
      • Turning off my team's availability
  • ⚠️Troubleshooting
    • Dashboard
      • Trouble logging in?
      • Why is the widget not displaying on my website?
      • LimeCall System Status
      • Resetting your password
    • Calls
      • Outbound calls are not connecting
    • Widget
      • Why is the Widget is loading slowly on my website?
    • Troubleshooting For Admins
      • Trial is not working
      • Widget not working
      • Callback not showing on widget
      • Widget web call not working
      • Unable to make outgoing calls
      • Unable to send/receive SMS
      • Unable to purchase incoming number
  • 🔀Data Integrations
    • HubSpot
    • Zapier
    • Slack
    • API
    • Google Calendar
  • Channels
    • ↗️Channels Overview
    • ↩️WebHooks + API
    • 🔢Virtual Phone Numbers
      • Purchasing a virtual number from your Dashboard
      • Forwarding a number
        • Forwarding to your team
      • Call Routing and IVR
      • Manage Your Virtual Number
    • 🌀Web Widget
    • 🗓️Personal Booking Page
    • 🔽Integrations
      • Website Contact Forms
      • TikTok Leads
      • Clickfunnels
      • WordPress
      • Google Forms
  • Agents Usage Guide
    • 🔍Overview
      • Admin Web Dashboard
        • Managing Leads
        • Managing Calls
        • Managing SMS
      • Agent Dashboard
        • Managing Leads
        • Managing Calls
        • Managing SMS
      • Andriod App
      • Chrome Extension
      • Call Forwarding
    • 📨Send & Receive SMS
    • 📞Making Calls
      • 📞Making calls from your Admin Web Dashboard
      • 📞Making calls from your Agent Dashboard
      • 📞Making calls from your Android App
      • 📞Making calls from your Chrome Extension
      • Making A Call From The Dialer
      • Calling a lead
    • 📞Receiving Callbacks
    • 📈SMS Campaigns
      • Create and manage lists
      • Send bulk SMS
      • Track campaigns
    • 🔢Virtual Numbers
      • Purchasing a virtual number from your Dashboard
      • Forwarding a number
        • Forwarding to your team
      • Call Routing and IVR
      • Manage Your Virtual Number
    • 👥Managing Leads
      • Types of Leads
      • Lead Management
      • Lead Qualification
      • 🆕Manually Adding A Lead
      • 🆕Lead Pipeline
      • Lead Filtering
      • Tags and Segments
    • ▶️Video Tutorials
      • Dashboard
      • Leads
      • Conversations
      • Contacts
      • Virtual Numbers
      • Campaign
      • Analytics
      • Settings
      • Widget
      • Call Recording
      • Team Collaboration
      • Call Pop
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  1. Manager's Handbook

Bring people on board

PreviousSet up the Agent AppNextEdit Agent profile

Last updated 1 year ago

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It's a great approach to involve your teammates in the early stages of using LimeCall.

By adding them to the platform and providing an opportunity to learn and explore the app together, you can foster better collaboration and ensure everyone understands the benefits of LimeCall.

Here's a general outline of the process:

  1. Explain the Purpose: Start by communicating to your teammates why you are introducing LimeCall. Highlight the benefits it brings, such as improved lead conversion, sales and customer support, streamlined communication, and enhanced productivity.

  2. Introduce the Agent's Getting Started Guide: Share the dedicated with your teammates. This resource can serve as a comprehensive guide that explains the features, functionalities, and best practices for using LimeCall effectively. Encourage them to read through the Guide to familiarize themselves with the app and its capabilities.

  3. Provide Training: Organize training sessions or workshops where you can demonstrate how LimeCall works and walk your teammates through the various features. Allow them to ask questions, address any concerns, and provide hands-on practice to build their confidence in using the software. You can sessions for your team at any time.

  4. Set up User Accounts: to create their own user accounts in LimeCall. Provide them with the necessary instructions, including the steps to sign up, set up their profiles, and log in to the .

  5. Team Collaboration: Discuss how LimeCall can facilitate team collaboration and how it can be used to distribute workload, handle incoming leads and customer inquiries collectively, and share relevant information among team members. Emphasize the importance of using LimeCall as a centralized platform for seamless internal communication.

  6. Encourage Feedback: Encourage your teammates to share their feedback, ideas, and suggestions on how to optimize the use of LimeCall within your team. This fosters a sense of ownership and participation, and can lead to valuable insights for improving workflows and maximizing the benefits of the software.

By involving your teammates early on, providing resources like the , and conducting , you can ensure a smoother transition to using LimeCall and create a shared understanding of its value and functionalities.

To add people to your LimeCall team, go to the section of LimeCall.

Once there, select +ADD TEAM MEMBERS. Paste your team’s email addresses and choose roles for them. When you hit Invite, they will receive invitations with instructions on setting up their LimeCall password.

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Agent's Guide
Book Live Training
Invite your teammates
LimeCall Agent App
Agent Guide
training sessions
Users and Teams