Team and followers
See who follows how many people, share out the people nobody follows, hand over everybody of a colleague who leaves, and manage the stages of the CRM.
Open Team and followers
In the CRM open Tools, then Team and followers. It is for administrators and sales officers.
This page needs a free account.
Who follows whom
Who follows how many shows the number of people each member follows. A warning tells you about the people followed by nobody: people who register are given within ten minutes to the colleague who follows the fewest people.
Choose who follows people
Under Who follows people, untick the members of staff who do not follow anybody, for example an administrator, then press Save who follows people. New people are never given to them.
When a colleague leaves
Give everybody a colleague follows to the others: choose the colleague who leaves and the colleagues who take over, and press Give them to the colleagues. The people are shared evenly. People followed on WhatsApp go through a hand over, where the new owner introduces themselves.
Read the hand overs and the double messages
Hand overs in progress lists the proposals and the introductions still to send. People who heard from more than one of us in the last 30 days should be nobody: if the list has names, find out why.
Stages of the CRM
Under Stages add your own stages with a colour, rename them, or remove them. The people who had a removed stage go back to New.
- Check this page once a week: nobody should be followed by nobody, and nobody should hear from two of us.