Team and routing

Admin only.

Adding an agent

Team → Add agent. Enter their name and the email they'll sign in with. They don't get an invite email — tell them to open the app and sign in with that exact email, and they'll be matched to your workspace as an agent.

What an agent can do

Pipeline, contacts, follow-ups, the daily agenda and reports — scoped to your workspace. Agents can't reach Sequences, Team, Settings or Billing.

Assignment

Every contact has an assigned agent — the person responsible for that lead. Admins can assign and reassign from the contact detail page.

Round-robin

Premium. Turn on round-robin so new contacts are handed to agents in rotation automatically, rather than everything landing on one person. It only affects newly created contacts; existing assignments don't change.

Removing an agent

Removing an agent from the Team page stops their access. Contacts they were assigned stay in the workspace — reassign them to someone else.