Team Workflows

Once more than one person works the leads, you need a little structure so nobody messages the same person twice and the best leads do not sit untouched.

Roles that work

For a small team, one person owning the loop is enough:

• Owner: reviews new leads daily, works the top ones, keeps the brand profile sharp.
• Reviewers: other team members who pick up assigned leads and run their own outreach.

For an agency, one operator per client brand is the usual split. See Multi-Brand and Agencies.

A daily rhythm

1. Owner opens Leads, sorted by warmth.
2. Top leads get worked or assigned the same day.
3. Each person sends from their own account with the extension and sets the status.
4. Anything not pursued is archived so the list stays a live queue.

Fifteen focused minutes a day beats a two-hour cleanup once a week. Signals go cold.

Use statuses to avoid collisions

Statuses are how the team stays out of each other's way. Before messaging anyone, check the status. After messaging, set it. See statuses.

Seats and access

The number of team members you can invite depends on your plan. See Account. Everyone in the workspace sees the same leads and statuses, which is what keeps coordination honest.