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Team Management

Add salesmen, manage permissions, and auto-distribute leads

Salesmen Management

Salesmen are team members who communicate with and follow up with leads. You can add unlimited salesmen based on your plan.

  • 1

    Add New Salesman

    Go to the team page and click "Add Salesman". Enter name, email, and password.

  • 2

    Invite via Link

    You can create an invitation link and share it. The salesman registers and starts working immediately.

  • 3

    Set Permissions

    Each salesman has a role (manager or salesman). Manager sees everything, salesman sees only their leads.

  • 4

    Track Performance

    See the number of leads and sales for each salesman in reports.

Auto Lead Distribution

Auto-distribution ensures leads are distributed evenly among salesmen.

  • 1

    Enable Auto Distribution

    Go to distribution settings and enable the option. Specify included salesmen.

  • 2

    Choose Distribution Method

    Choose between: equal distribution (same number) or by performance.

Properties Management

Properties are real estate units you sell or rent. You can match leads to properties.

  • 1

    Add Property

    Go to the properties page and add a new one. Enter details: location, price, area, rooms.

  • 2

    Link Lead to Property

    Open the lead page and choose "Assign Property" to link it.