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, then distribute leads among them. Each member gets a focused view of only their own work.

app.salesvora.com/team

SSalesvora

Riya Apte

Owner

Search leads by name or phone…

Invite

Team

Member	Role	Email	Leads	Status
RARiya Apte	Owner	riya@brightpath.in	128	Active
KJKaran Joshi	Team member	karan@brightpath.in	84	Active
DRDevang Rao	Team member	devang@brightpath.in	76	Active
SISneha Iyer	Team member	sneha@brightpath.in	0	Pending

The team view — members, their role, lead load and verification status.

Inviting a team member#

Send an invite

From the Team page, invite a member by email. They receive an invitation to join your organization.

They accept & verify

The invitee sets up their account and verifies their email. Until then they show as Pending.

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 team member 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.
Team member	Their assigned leads, their own follow-ups, and a personal pipeline view.

Giving a team member admin access#

A team member can be promoted to admin without becoming the account owner. An admin can do everything the owner can — see and edit every lead, manage the team, change settings and billing, and run campaigns.

Open the Team page

Go to Team from the left sidebar.

Choose the member

Find the team member in the list and click Make admin.

Confirm

Confirm the prompt. Their access changes straight away, and the label next to their name updates to show they are an admin.

Only the owner can do this. Granting and revoking admin access is restricted to the account owner — an admin cannot promote anyone else. You always remain the owner, and you can remove admin access the same way at any time.

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.