Team Admin
Short definition
The controls for who is on the sales team and what each person can see and do, roles, permissions and lead ownership.
01In practice
How teams actually use it.
Team admin is the layer that makes a sales tool safe to give an entire team. It covers adding and removing people, setting roles (Admin, Manager, Rep), scoping what each role can see, reps their own leads, managers the whole team, and moving ownership when someone leaves or goes on leave. The reassignment path is the part teams discover too late: when a rep departs, their pipeline should transfer with grades and history intact, not reset to blank records. In Leadkaun, ownership changes are made by an admin or manager one lead at a time, and because pricing is flat per account rather than per seat there is no cost incentive to share logins, which is what keeps the accountability data honest in the first place.
02Worked examples
Three ways it shows up.
- 01
A manager sees the whole team's Priority Queues; a rep sees only their own.
- 02
A departing rep's 40 open leads are reassigned with grades and logged history intact.
Go deeper on team admin
03Check it yourself
How to tell where you actually stand.
Access questions surface at the worst moment, usually when someone leaves.
- 01Write down who can export your full lead list today.
- 02Check whether that matches who should be able to.
- 03Then check whether you would know afterwards if they had.
04Related terms
Neighbours in the glossary.
Assignment Rules
The logic that decides which rep owns a new lead, by territory, industry, source, round-robin or grade. A CRM concept; Leadkaun does not implement it.
Sales Rep Tracking
Measuring what reps actually do, calls made, follow-ups completed, response time, leads worked, rather than only what they close.
Analytics Dashboard
The single view of pipeline health, grade distribution, ₹ at risk, source performance, response times, and rep behaviour, in one place.
→From definitions to doing
Stop defining. Start scoring.
Leadkaun puts these concepts into practice, A–F grading, Priority Queue, Missed ₹. Setup the same day.