Understanding the Teams Feature for Enterprises
Quick Answer
The Teams feature enables centralized oversight and collaboration by allowing team owners to grant team members specific permissions to view and/or purchase leads on their behalf. Enterprise organizations use Teams to coordinate lead management across multiple professionals while maintaining individual accountability and dashboard access.
Overview
Teams provides the organizational structure enterprises need to manage leads efficiently without sacrificing individual professional autonomy. Each team member maintains their own dashboard and listings while designated administrators gain visibility and management capabilities based on assigned permissions.
How Teams Works
Core Structure
Component | Function | Enterprise Application |
Team Owner | Account that grants permissions | Department heads, managers |
Team Members | Users with delegated access | Associates, support staff |
Permissions | View and/or purchase rights | Role-based access control |
Lead Visibility | Shared lead access | Collaborative management |
Individual Dashboards | Maintained separately | Personal accountability |
Permission Levels
View Only
Team members can:
See leads matched to team owner
Review lead details and pricing
Access analytics and metrics
Cannot purchase or accept leads
Cannot modify listings
View & Purchase
Team members can:
Everything in View Only
Purchase leads for team owner
Accept pro bono opportunities
Use team owner's payment methods
Generate reports
Setting Up Teams for Enterprises
Step 1: Identify Team Structure
Determine your organizational hierarchy:
Who needs oversight capabilities
Which roles require purchase authority
Department or practice group divisions
Administrative support assignments
Step 2: Designate Team Owners
Team owners are typically:
Practice group leaders
Department managers
Senior partners
Office managers
Designated administrators
Step 3: Add Team Members
For each team owner account:
Navigate to "My Team" section
Click "Invite Team Member"
Enter team member's email
Select permission level
Send invitation
Step 4: Team Member Acceptance
Invited members must:
Check email for invitation
Accept invitation link
Log into their account
Access team owner's leads
Begin collaboration
Step 5: Configure Workflows
Establish processes for:
Lead review and assignment
Purchase approval workflows
Communication protocols
Performance tracking
Regular team meetings
Enterprise Team Configurations
Law Firm Example
Senior Partner (Team Owner) ├── Associates (View & Purchase) ├── Paralegals (View Only) └── Admin Assistant (View & Purchase)
Each associate maintains individual listings but can help manage partner's leads
Healthcare System Example
Department Chief (Team Owner) ├── Physicians (View Only) ├── Practice Manager (View & Purchase) └── Scheduling Staff (View Only)
Central management with individual provider autonomy
Real Estate Brokerage Example
Broker/Owner (Team Owner) ├── Team Leaders (View & Purchase) ├── Individual Agents (View Only) └── Transaction Coordinator (View & Purchase)
Collaborative lead distribution with oversight
Team Features for Lead Management
Shared Lead Pool
Team owner's matched leads visible to members
Real-time updates across team
No duplicate purchases
Coordinated response efforts
Collaborative Workflow
Multiple people can evaluate leads
Designated purchasers buy best matches
Team discusses strategy
Shared accountability
Centralized Billing
Purchases use team owner's payment method
Single invoice point possible
Simplified expense tracking
Department budget management
Best Practices for Enterprise Teams
Clear Role Definition
Document who can purchase
Establish approval thresholds
Define response responsibilities
Set communication expectations
Regular Review Cycles
Weekly lead review meetings
Monthly performance analysis
Quarterly permission audits
Annual structure evaluation
Training & Onboarding
New member orientation
Permission level training
System navigation guides
Best practices documentation
Limitations & Considerations
Current Limitations
No Firm-Wide Dashboard: Each person uses individual dashboard
Manual Coordination: No automatic lead assignment
Individual Matching: Leads match to specific listings
Separate Billing: Unless custom arrangement
Available Workarounds
Use team meetings for coordination
Create shared tracking spreadsheets
Establish clear communication channels
Regular account manager check-ins
Custom Development Options
For additional cost, enterprises can develop:
Centralized firm dashboards
Automated distribution rules
Custom permission levels
Advanced analytics
API integrations
Important Notes
Standard Feature: Teams is included, not enterprise-specific
No Additional Cost: For basic Teams functionality
Scalable: Add/remove members anytime
Audit Trail: All actions tracked
Security: Role-based access control maintained
FAQs
Q: Can one person be a team member for multiple team owners? A: Yes, useful for shared administrative staff or consultants working across departments.
Q: Do team members see the team owner's payment methods? A: They can use them for purchases but cannot see full card details for security.
Q: Can team permissions be changed after setup? A: Yes, team owners can modify permissions anytime through the My Team section.
Q: Is there a limit to team size? A: No built-in limit, but very large teams (50+) may benefit from custom solutions.
Q: How does Teams work with enterprise billing? A: Teams provides operational coordination while billing remains individual unless you have a custom enterprise billing arrangement.
Next Steps
Map your organizational structure
Identify team owners and members
Determine permission levels needed
Create team invitation list
Schedule team training sessions
Related Articles
Enterprise Partnership Overview
Managing Team Member Permissions
Individual vs. Consolidated Billing
Custom Portal Development Options