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Team and assignment

Invite salespeople and decide who gets each new chat.

  • Invite team membersAdd your salespeople and choose what they can see.
  • Create teamsGroup team members, for example a phones team and a laptops team.
  • Share chats evenly between peopleDecide how new chats are given out to your team.
  • Set your availabilityTell your team, and chat assignment, whether you can take chats.

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