Inbound leads can only be distributed to a team. Users of a team Teams are created in Organization Admin > Teams.
- On the left navigation, click Organization Admin > Teams.
- Click Add Team.
- Input a team name then click Save Team.
- Click Add Users.
- Use the search bar to quickly find your user(s).
- Search by name or email.
- Check the box next to each user then click Add Users.
- Use the Manager toggle switch to indicate which user(s) should be managers of the team.
- This allows the user to access reporting for the team as well as allow them to login to team members' accounts.
- The user must have the appropriate user permissions in order for them to login to team members' accounts.