Add a caller to your team

You will have a manager who can sign in to the callers' console, and callers they can add themselves. Callers do not need an Adapt Leads account.

Invite a manager (an operator does this)

1. Open Caller Console, then Teams. No team yet? Press New team, name it, press Create the team.
2. Open the team. If it has no manager the button reads Invite their manager.
3. Press Invite a manager, type their name and email, and press Send the invite.
4. They get a one-use link to set their own password. It expires in 7 days. If the email did not go out, the window shows a link you can send yourself. A new invite to the same address cancels the earlier one.

Add callers (the manager does this)

1. The manager signs in at cc.adaptleads.co.uk and opens People.
2. They press Add someone.
3. The caller gets an email called "Your login for [your team]". Forgotten your password? sends a reset link that works once and expires in an hour.

Remove someone

1. In Adapt Leads, open Caller Console, then People, and open the person.
2. Press Remove access. Give access back reverses it.

Switching someone off takes effect on their next click. Their unworked records go back in the pool. Their logged calls stay. Do it the same day someone leaves.

Roles

A Sales exec works the lists they were handed. A Team manager also hands out lists, moves call backs and adds people. A manager covers their own team only and cannot see another team or the book.

More: Invite and remove callers. Then Build a call list to give them something to ring.