This lesson provides an overview of managing direct team members and recruits within the Engage CRM platform. Topics include:

• Adding Team Members: How to add new team members to the platform and assign roles and permissions.
• Tracking Team Performance: Monitoring the performance and activities of team members, including sales and recruitment metrics.
• Communication Tools: Utilizing Engage CRM’s communication tools to collaborate with team members and recruits.
• Training and Onboarding: Resources and best practices for training new recruits and onboarding them onto the Engage CRM platform.
• Reporting and Analytics: Generating reports to analyze team performance and make data-driven decisions to improve productivity and success rates.