Features
Team Management
Build your sales team, hand leads to the right person, and keep everyone focused on their own book.
Owners can grow the organization by inviting team members (counselors), then distribute leads among them. Each member gets a focused view of only their own work.
app.salesvora.com/team
SSalesvora
RA
Riya Apte
Owner
Search leads by name or phone…
Invite
Team
| Member | Role | Leads | Status | |
|---|---|---|---|---|
RARiya Apte | Owner | riya@brightpath.in | 128 | Active |
KJKaran Joshi | Counselor | karan@brightpath.in | 84 | Active |
DRDevang Rao | Counselor | devang@brightpath.in | 76 | Active |
SISneha Iyer | Counselor | sneha@brightpath.in | 0 | Pending |
Inviting a team member#
1
Send an invite
From the Team page, invite a member by email. They receive an invitation to join your organization.
2
They accept & verify
The invitee sets up their account and verifies their email. Until then they show as Pending.
3
They're active
Once verified they appear as Active and can be assigned leads.
Assigning & reassigning leads#
Every lead has an owner. Assign leads to specific members when they come in, and reassign at any time — when someone is out, when territories change, or to balance the load. A counselor only ever sees and works the leads assigned to them.
The two roles#
| Role | What they get |
|---|---|
| Owner Admin | Full access — all leads, all reports, team management and every setting. |
| Counselor | Their assigned leads, their own follow-ups, and a personal pipeline view. |
The complete capability matrix is in Roles & Permissions.
Removing members. Owners can remove a member from the organization at any time. Plan limits apply to how many members you can have — see Plans & Pricing.