Step 5: Manage Your Team Effortlessly

As your business expands, you may need a team to manage customer conversations together. SaleSmartly provides powerful team management features to help you easily assign tasks, monitor performance, and ensure that every team member can work efficiently. Next, we will show you how to manage your team and improve overall collaboration efficiency!

1. Streamline Member Management

In Team Management, you can add members and set work schedules, and view in real time the number of sessions each member is receiving, the cumulative number of receptions today, and the upper limit of receptions today/daily, helping you to reasonably allocate tasks, optimize team collaboration, and ensure a balanced workload for each member.

2. Assign Role-Based Permissions

Assign specific roles to each team member, and grant them different permissions and responsibilities based on their roles. This can help clarify everyone's scope of work and authority, and effectively protect sensitive information and prevent data leakage.

3. Track Team Activity

By tracking team members' login, logout, and online status in real time, you can effectively manage their work activities. This monitoring mechanism helps you understand the team's work dynamics, thereby optimizing resource allocation and improving workflow efficiency.

🎉Congratulations! Through the above five steps, you have completed the SaleSmartly beginner's guide. Now you have mastered the core operations from registering an account, configuring channels, starting conversations to team management. SaleSmartly will become your right-hand man to improve customer communication efficiency and optimize team collaboration. Next, you can explore more advanced features and continue to optimize your business processes. If you have any questions during use, please feel free to check the help desk or contact our support team.🚀