Team
Reps flagged "Receives leads" share new website leads round-robin.
| Name | Department | Receives leads | Gmail | Phone sync | Admin | |
|---|---|---|---|---|---|---|
| Sultan Kirby | sultan@compoundfitness.com.au | Sales | — | — | Admin |
Invitations
Choose the access this person gets, then send the link — they only set their name and password (Sales access automatically receives leads). Admin unlocks Team & Invites. Links last 7 days.
No pending invites.
Reassign a book
Move every record owned by a departed rep to another user. Open deals and all contacts move; won/lost deals keep their historical owner.