Accountable CRM

Ability to see metrics for Campaigns for Company

Ability to Add Company, Locations, And Teams

Allow Super Admins and Company Admins to create custom Lead Sources for a Company

How to assign incoming leads to users in round-robin?

Company admin on how to use the "impersonator" to access their loan officers accounts?

How to Add and Manage Global Automations?

How to use Global Email Template?

How To Create A Global Tag?

How to create Company Campaign by Super Admin?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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