Team member status

Hey there! 🌟

Curious about Team member statuses in Sales Engagement Tool?

Team member statuses make it easy to manage and monitor your team’s activity and roles effectively. "Invited," "Active," and "Inactive" statuses provide quick insights into who’s joined, who’s active, and who may need a role adjustment to get started again. Learn how to assign roles, update seats, and keep your team fully engaged, manage your team like a pro! 😊✨

1. 🗣️ Invited Status

This one’s easy! It means you’ve sent an invite to someone to join your team, but they haven’t clicked that “accept” button yet. It’s like the invitation is hanging out in their inbox, just waiting for a response. Almost there! 💌✨

2. 👥 Active Status

Woohoo! An active status means your team member has accepted your invite and logged into the Sales Engagement Tool. They’re officially on board and ready to get things done! Give them a warm welcome. 🎉🙌

3. 👤 Inactive Status

Okay, this one’s a bit different. A team member becomes inactive in two situations:

• Role Removed: If they had a custom role that was deleted, they’re left without any role to play. No role, no action! 🚫
• Seats Lost: If they don’t have any seats to manage anymore (because they were removed or resigned), they’ll also be marked as inactive. It’s like having an empty desk with no tasks to do! 🪑

Want to reactivate an inactive member? 🤗

No problem! Just click on the ‘Edit’ button to assign them a new role or seat. It’s like giving them a new mission in the Sales Engagement Tool universe! 🌍🚀 Learn more about reactivating here

And there you have it! Now you know what each status means and how to handle them like a team management ninja. 🥷⚡

We hope this guide makes navigating through your team management a breeze! Need more help? We’re just a click away. ✈️👩‍💻👨‍💻

Happy Managing! 😊✨