Team

Overview

The Team page is where you group members into teams. A team does two jobs in LeadX:

1. It organises your members, so you can see who belongs to which part of the business.
2. It decides how incoming leads are shared out between those members, through the team's lead assignment type.

Access

• Navigation path: Sidebar > Contacts > Team
• Route: /team
• Access: available to users who can view teams.

Prerequisites

Before you create a team, the people you want in it must already be members of your workspace. Invite them first from Member Management — only accepted members can be added to a team.

---

Add A Team

Click Add in the top right to open the team form.

Fields On The Form

Profile Image An optional picture for the team, used to identify it visually in lists.

Team Name (required) The name your team will be known by, for example Inbound Sales or Support Desk.

Team Type (required) What kind of team this is. Choose one of:

Option	Use it for
Sales	Members who work opportunities and close deals
Support	Members who handle customer questions and issues
Marketing	Members who run campaigns and outreach

Lead Assignment Type (required) This is the important one — it controls how a new lead is given to a member of this team:

Option	What happens
Manual	Leads are not handed out automatically. Someone assigns each lead by hand.
Random	Each new lead goes to a randomly chosen member of the team.
Round Robin	Leads are handed out in turn, one after another, so everyone gets an even share.

Members A checkbox list of everyone in your workspace, shown as name, email and contact number. Tick the people who belong to this team. Use Select All to add everyone at once.

Steps

1. Click Add.
2. Upload a profile image if you want one.
3. Enter the Team Name.
4. Choose the Team Type.
5. Choose the Lead Assignment Type.
6. Tick the Members who belong to this team.
7. Click Add to save.

Click Cancel at any point to leave without saving.

---

Edit A Team

1. Find the team in the list.
2. Click the edit action on its row, or use the inline EDIT control that appears on an editable cell when you hover over it.
3. Change any of the fields described above.
4. Save your changes.

Inline editing is useful for quick changes such as swapping the lead assignment type, without opening the whole form.

---

Delete A Team

1. Find the team in the list.
2. Open the row actions and choose delete.
3. Confirm in the popup.

Deleting a team does not delete its members — they stay in your workspace and simply no longer belong to that team.

---

Table Details

Column	Meaning
Team Name	The team's short code and name
Team Type	Sales, Support or Marketing
Default	Whether this is the default team
No. Of Members	How many members are in the team
Lead Assignment Type	Manual, Random or Round Robin
Created At / Created By	When the team was made, and by whom
Updated At / Last Updated By	When it last changed, and by whom
Actions	Edit and delete controls

Toolbar

• Search by — search the team list
• Filters — narrow the list to matching teams
• Export — download the list

Helpful Notes

• The lead assignment type only matters when leads actually arrive for the team — it has no effect on leads already assigned.
• Round Robin is the usual choice when you want workload shared evenly; Random is simpler but can be uneven over small numbers of leads.
• A team with no members cannot receive automatically assigned leads.