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My Team tab

My Team tab Tutorial Video

In the Account Settings page located in the navigation bar, click the My Team towards the top of the page. You can track your teams performance and monitor their account by adding them to your team. The agents you invite must already have a Ringy account. If your agent doesn't already have an account, you can invite them by going to the Dashboard located at the top of the navigation bar, under the Agent Summary section, select the Invite a User button. Adding agents under your account grants you full access to their Ringy account. You can add them to your team by inputting the email address associated with their Ringy account into the email address extractor text box. This will provide that agent a notification on their Dashboard. 

Agents can disconnect from your account at any time. You will get an email alert if this happens. If the agent disconnects from you, any leads you may have sent them from your Ringy account, will be automatically forfeited back to you. If you delete an agent under you, you will be given the choice whether or not you want to forfeit any leads you have sent them back to your account. 

Lead ownership is based off of what account the lead originated from. You can only transfer leads out of agents' accounts that you specifically sent them and hence, own. Otherwise, you will only be able to view the leads in the agent's account. Regardless, any leads not in your own account and in an agents you will only be able to view the activity log for the lead, and will not be able to take any action on that lead. 

When an agent is attached to your account, there are many areas to allow you to track that agent's performance.