In the Account Settings page located in the navigation bar, click the My Team tab towards the top of the page. You can track your teams performance and monitor their account by adding them to your team. Adding agents under your account grants you full access to their Ringy account. When an agent is attached to your team, there are many areas to allow you to track that agent's performance. You will be able to utilize our agent coaching feature for any agent on your team.
The default team name will be the first name on your Ringy account, followed by "Team." You can edit this in the top left corner by choosing the purple pencil beside the current team name.
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.
You can view agents on your team in Ringy, by choosing My Team on the left of the page while on the My Team tab. You can add agents to your team that already have an existing Ringy account by inputting the email address associated with their Ringy account into the email address extractor text box. This will provide that agent a request to approve on their Ringy Dashboard.
If a supervisor deletes an agent on their team by selecting the red trashcan icon beside the agent, the supervisor will be given the choice whether or not they want to forfeit any leads they have sent the agent back to their 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 certain actions on that lead.
Agents can view supervisors on an account by choosing My Supervisors on the left of the page in the My Team tab. Agents can disconnect from a supervisor at any time by selecting the red trashcan icon beside a specific supervisor. The supervisor will get an email alert if this happens. If an agent disconnects from a supervisor, any leads the supervisor sent the agent from their Ringy account, will be automatically forfeited back to the supervisor.
Settings:
By choosing "Settings" on the left of the page, you can turn on the option to "Allow my team to use my sold products." You can turn this switch on to share the products you created under "Manage Account" → "Sold Products" with your team. Just be sure to click SAVE to implement this for your team!
Below, you can also turn on the option to "Monitor sold leads." By turning this switch on, Ringy will automatically stop automated text messages and emails from going out to duplicate leads that multiple agents on your team have in their accounts with the exact same phone number as soon as anyone on your team marks them as sold. By default, automated texts and emails will be permanently stopped when this feature is turned on. You can change this by setting the number of days that the lead will not be automatically contacted again below. For example, if you would like a lead to become eligible for automated messages from other agents on the team once again after it has been 30 days since one of the agents on your team marks them as sold, input 30 days to wait into the field.