[{"data":1,"prerenderedAt":163},["ShallowReactive",2],{"shell":3,"article:e-team-workflow":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"topic":45,"html":49,"toc":50,"shots":73,"related":99,"paths":126,"videos":127,"path":128,"sidebar":162},"e-team-workflow","path","\u002Flearn\u002Fe-team-workflow","users","E — Understand team access and handoffs","Learn how workspace membership, permissions, task assignment, and shared history support a team handoff. This path reviews the Demo Account without adding…","intermediate","published","browser-observed-read-only","2026-11-04","planned",{"slug":46,"title":47,"href":48},"learn","Learning paths","\u002Flearn","\u003Cfigure class=\"see shot\" data-shot-figure=\"settings-user-management-list-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"settings-user-management-list-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Users page in Settings, listing three active team members with their job title, access level and an Edit button.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fsettings-user-management-list-desktop.jpg\" alt=\"Users page in Settings, listing three active team members with their job title, access level and an Edit button.\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Users page, where you select Add User to invite someone, or Edit to change a person's job title. \u003Ca href=\"#screenshots\" class=\"more\">See all 2 screenshots\u003C\u002Fa>\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"settings-user-management-list-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"your-goal\">\u003Ch2 id=\"your-goal\">Your goal\u003C\u002Fh2>\u003Cp>Learn how workspace membership, permissions, task assignment, and shared history support a team handoff. This path reviews the Demo Account without adding users, changing access, assigning work, or signing in as another person.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"box box-prereq\" data-section=\"what-you-need\">\u003Cp class=\"box-label\" aria-hidden=\"true\">\u003Cspan class=\"box-icon\">\u003C\u002Fspan>Before you start\u003C\u002Fp>\u003Ch2 id=\"what-you-need\">What you need\u003C\u002Fh2>\u003Cp>Use the existing authorized Demo session. User-management settings may require elevated access; visible controls do not establish another person's effective permissions. Phone and email configuration are unnecessary for understanding human task ownership.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"read-only-milestones\">\u003Ch2 id=\"read-only-milestones\">Read-only milestones\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>\u003Cstrong>Inspect membership.\u003C\u002Fstrong> Open \u003Cstrong>Settings → Users → Users\u003C\u002Fstrong> (or choose \u003Cstrong>User Management\u003C\u002Fstrong> in the profile menu). Identify the membership list and \u003Cstrong>Add User\u003C\u002Fstrong> entry without creating or editing a member. The walkthrough observed this page, not the recipient experience of a new invitation.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Read the access model.\u003C\u002Fstrong> Open \u003Cstrong>Permissions\u003C\u002Fstrong> (the tab beside \u003Cstrong>Users\u003C\u002Fstrong> in Settings → Users). Inspect \u003Cstrong>Access levels\u003C\u002Fstrong>, \u003Cstrong>What each access level can do\u003C\u002Fstrong>, and \u003Cstrong>Per-person overrides\u003C\u002Fstrong>. Do not click permission cells or reset controls; they are settings, not demonstration filters.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Keep policy claims narrow.\u003C\u002Fstrong> The source explains that job titles map to access levels and that owners retain full access. It also warns that some switches are still being enforced as they roll out. A matrix viewed from an administrator session does not prove every route or action is blocked for a limited user.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Find handoff context.\u003C\u002Fstrong> Open the existing training lead's \u003Cstrong>Notes\u003C\u002Fstrong>, \u003Cstrong>Tasks\u003C\u002Fstrong>, and \u003Cstrong>Activity\u003C\u002Fstrong>. Identify where a teammate would read the request and prior work. Leave notes and records unchanged.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Inspect assignment.\u003C\u002Fstrong> In the observed \u003Cstrong>Add New Task\u003C\u002Fstrong> form, locate \u003Cstrong>Assigned to\u003C\u002Fstrong> and the task-description area. Do not select a person or AI assistant. Close without submitting. The useful distinction is between a clear human owner and an automated execution choice.\u003C\u002Fli>\n\u003C\u002Fol>\u003C\u002Fsection>\n\u003Csection class=\"box box-result\" data-section=\"your-useful-outcome-now\">\u003Cp class=\"box-label\" aria-hidden=\"true\">\u003Cspan class=\"box-icon\">\u003C\u002Fspan>Result\u003C\u002Fp>\u003Ch2 id=\"your-useful-outcome-now\">Your useful outcome now\u003C\u002Fh2>\u003Cp>You can describe a good handoff: what has happened, what should happen next, who is responsible, the due date, and which lead the work concerns. You can also identify which access questions need a later limited-account check rather than assuming the administrator view proves them.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Cdetails class=\"accordion box-later\" data-section=\"later-operational-exercise--not-performed\">\u003Csummary>\u003Ch2 id=\"later-operational-exercise--not-performed\">Later operational exercise — not performed\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">For later\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>With appropriate authorization, create a task for an existing teammate, save the context on the correct lead, and verify the teammate can see it from their own authorized session. Have that person confirm the task is understandable before performing it. Separately verify any expected notification; a saved task does not establish inbox delivery. Adding a user or changing permissions is a separate administrative action.\u003C\u002Fp>\u003Cp>For email handoffs, review \u003Ca href=\"\u002Fguides\u002Fsettings-sender-profiles\">Sender Profiles\u003C\u002Fa> and \u003Ca href=\"\u002Fguides\u002Fsettings-email-sending\">Sending\u003C\u002Fa>; shared From identity and copied-recipient rules should not be guessed from task ownership.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Cdetails class=\"accordion\" data-section=\"if-something-is-missing\">\u003Csummary>\u003Ch2 id=\"if-something-is-missing\">If something is missing\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">Troubleshooting\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>Check workspace, membership, task filters, and intended access scope. A default-looking permission control during loading is not proof of a persisted setting. Resolve loading failures before changing access, and avoid granting broader permissions merely to hide a task-visibility problem.\u003C\u002Fp>\u003Cp>Continue with \u003Ca href=\"\u002Flearn\u002Fd-follow-ups\">D — Follow-ups\u003C\u002Fa> and \u003Ca href=\"\u002Flearn\u002Fh-performance\">H — Performance\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cfigure class=\"shot\" data-shot-figure=\"settings-user-management-list-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"settings-user-management-list-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Users page in Settings, listing three active team members with their job title, access level and an Edit button.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fsettings-user-management-list-desktop.jpg\" alt=\"Users page in Settings, listing three active team members with their job title, access level and an Edit button.\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Users page, where you select Add User to invite someone, or Edit to change a person's job title.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"settings-user-management-list-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003Cfigure class=\"shot\" data-shot-figure=\"pipeline-board-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"pipeline-board-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Pipeline board on Initial Outreach, with stage tabs and columns like Recently Called and Cold Email Sent holding lead cards\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fpipeline-board-desktop.jpg\" alt=\"Pipeline board on Initial Outreach, with stage tabs and columns like Recently Called and Cold Email Sent holding lead cards\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Pipeline board, with stage tabs across the top and lead cards sorted into columns within each stage.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"pipeline-board-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"pipeline-board-desktop\" data-view=\"numbered\">Numbered version\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003C\u002Fsection>",[51,55,58,61,64,67,70],{"id":52,"text":53,"depth":54},"your-goal","Your goal",2,{"id":56,"text":57,"depth":54},"what-you-need","What you need",{"id":59,"text":60,"depth":54},"read-only-milestones","Read-only milestones",{"id":62,"text":63,"depth":54},"your-useful-outcome-now","Your useful outcome now",{"id":65,"text":66,"depth":54},"later-operational-exercise--not-performed","Later operational exercise — not performed",{"id":68,"text":69,"depth":54},"if-something-is-missing","If something is missing",{"id":71,"text":72,"depth":54},"screenshots","Screenshots",{"settings-user-management-list-desktop":74,"pipeline-board-desktop":81},{"id":75,"src":76,"alt":77,"caption":78,"width":79,"height":80},"settings-user-management-list-desktop","\u002Fmedia\u002Fscreenshots\u002Fsettings-user-management-list-desktop.jpg","Users page in Settings, listing three active team members with their job title, access level and an Edit button.","The Users page, where you select Add User to invite someone, or Edit to change a person's job title.",1920,873,{"id":82,"src":83,"alt":84,"caption":85,"width":79,"height":80,"annotated":86},"pipeline-board-desktop","\u002Fmedia\u002Fscreenshots\u002Fpipeline-board-desktop.jpg","Pipeline board on Initial Outreach, with stage tabs and columns like Recently Called and Cold Email Sent holding lead cards","The Pipeline board, with stage tabs across the top and lead cards sorted into columns within each stage.",{"src":87,"width":88,"height":80,"title":89,"callouts":90},"\u002Fmedia\u002Fannotated\u002Fpipeline-board-desktop-annotated.svg",2390,"Read the pipeline board",[91,94,96],{"number":92,"text":93},1,"The highlighted stage, here Initial Outreach, is the part of the pipeline shown below.",{"number":54,"text":95},"Each column is a status in that stage, with its lead count and total value.",{"number":97,"text":98},3,"Select a card to see the lead. Dragging a card to another column moves the lead.",[100,107,113,120],{"slug":101,"title":102,"href":103,"icon":104,"description":105,"level":40,"productLocation":106},"settings-sender-profiles","Sender Profiles","\u002Fguides\u002Fsettings-sender-profiles","mail","Define the identity, signature, writing voice, and mailboxes associated with a representative or role. A profile can use several mailboxes, but a profile…","Settings → Email → Sender Profiles",{"slug":108,"title":109,"href":110,"icon":104,"description":111,"level":40,"productLocation":112},"settings-email-sending","Email Sending settings","\u002Fguides\u002Fsettings-email-sending","Configure the account's delivery provider, default sender, copied recipients, and one-off open tracking. These settings affect future messages across the…","Settings → Email → Sending",{"slug":114,"title":115,"href":116,"icon":117,"description":118,"level":119},"d-follow-ups","D — Learn the daily follow-up routine","\u002Flearn\u002Fd-follow-ups","calendar-check","Understand how to turn the next action into a human-owned task with context and a due date. This orientation reads existing screens and leaves every task…","beginner",{"slug":121,"title":122,"href":123,"icon":124,"description":125,"level":40},"h-performance","H — Read performance with the right scope","\u002Flearn\u002Fh-performance","chart-column","Learn to ask one reporting question, establish its scope, and separate missing data from a measured result. This path reads the current Sales Command Center…",[],[],{"id":34,"slug":34,"title":38,"href":36,"letter":129,"icon":37,"cover":130,"goal":131,"summary":132,"level":40,"lessons":133,"next":159},"E",{"id":75,"src":76,"alt":77,"caption":78,"width":79,"height":80},"Work with a sales team","Understand users, access levels and how teammates hand work over.",[134,139,143,147,151,155],{"slug":135,"title":136,"href":137,"icon":138},"settings-user-management-list","Users","\u002Fguides\u002Fsettings-user-management-list","user-cog",{"slug":140,"title":141,"href":142,"icon":138},"settings-user-management-permissions","Permissions","\u002Fguides\u002Fsettings-user-management-permissions",{"slug":144,"title":145,"href":146,"icon":37},"workflow-lead-notes","Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes",{"slug":148,"title":149,"href":150,"icon":37},"workflow-lead-tasks","Review and update tasks for a lead","\u002Fguides\u002Fworkflow-lead-tasks",{"slug":152,"title":153,"href":154,"icon":37},"workflow-lead-activity","Read the lead activity timeline","\u002Fguides\u002Fworkflow-lead-activity",{"slug":156,"title":157,"href":158,"icon":117},"workflow-task-create","Create a follow-up task","\u002Fguides\u002Fworkflow-task-create",[160,161],{"slug":114,"title":115,"href":116,"icon":117},{"slug":121,"title":122,"href":123,"icon":124},null,1793910214300]