Add each user
Settings → Team and security → People → Add user is a short wizard. The steps depend on the role you pick on the first screen:1
Account — name, email, role and team
Email, name, role, team and the rest of the account details.
2
Phone and SMS — how they reach customers
For roles that talk to customers (a broker, for example): the numbers and email addresses this
agent will work from. Required for a broker — they cannot work without a phone number.
3
Leads and pay — lead distribution and commission
For those same roles: whether they receive leads, how many per day, and their commission.
4
Pay — optional salary and commission
For roles that do not talk to customers, this replaces the two steps above.
Then set the rota properly
Settings → Lead Management → Lead distribution:- Quotas per agent per day — 0 means no leads that day.
- Working hours per day, or leave Available 24 hours on.
- Can exceed limit for the agents you trust with overflow.
- An after-hours fallback person, so a lead arriving at 2am is not left unassigned.
- Filter by lead source if different providers should go to different people.