Managing Your Team

• Salesperson Visibility & Claiming a Contact

  Learn how salespersons can claim contacts and companies to control visibility within your Unificus account.

• STAFF: Assigning an Hourly Rate to Team Members

  Configure hourly rates for staff members to calculate billable client amounts when using timers.

• STAFF: Onboarding and Managing your Staff

  Learn how to add, configure, and manage team members in your Unificus portal.

• STAFF: Teams

  Learn how to create, manage, and organize staff members into teams within Unificus.

• STAFF: Understanding Internal Roles

  Learn about different staff roles in Unificus and how to manage team member permissions.