Teams Mastermind

Running a team is about more than sharing leads - it’s about having the right systems, roles, and processes in place. In this mastermind, admins and rainmakers will come together to discuss best practices for team setup, roles and permissions, contacts and SmartPlans, opportunities, campaigns, lead routing, and additional customizations. Bring your questions, share your wins, and learn how other leaders are streamlining operations to maximize productivity and growth.