Team Admin
setupThe controls for who is on the sales team and what each person can see and do, roles, permissions and lead ownership.
In practice
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.
- 1.
A manager sees the whole team's Priority Queues; a rep sees only their own.
- 2.
A departing rep's 40 open leads are reassigned with grades and logged history intact.
→Check 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.
See also
How Leadkaun uses this
Sales Rep TrackingNeighbouring terms
Ready when you are
Stop defining. Start scoring.
Leadkaun turns team admin from a definition into something your reps see every morning. Setup the same day, no card.
Free forever · 1 user · 100 leads · No card