Team View in Lead Center

Your Team View in Lead Center provides real-time details about the Agents you've added to Lead Center. You'll see which of your Agents are available, offline, or currently talking to a customer. You'll also have access to more granular and filterable details about your Agents within the teams you've created

Getting started

If you are an administrator, you can enable Team View for yourself and other Agents. 

Learn how to enable Team View permissions in Lead Center.


Using the Team View in Lead Center

  1. Click Team View at the top of Lead Center.

  2. In the left panel, you'll see a list of your Agents and teams. If you don't see any teams on your list, you'll want to be sure you've set up your teams first

  3. You can click on any Agent who's currently on a call (as indicated by the red "busy" status) to see additional information about their current and past interactions with customers.

  4. To see specific information about Agents on a team, click on your team's name in the top section in the left panel. From this view, you'll also be able to access Agent information for active calls as outlined in Step 2 above.

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