Team Members
Owner Name controls which accounts show in My Accounts and My Follow-Ups.
| Name | Owner | Role | Active | Owner Dropdown | |
|---|---|---|---|---|---|
Preview Plan
Currently previewing: Standard
Standard is for active daily use. It adds DMS onboarding, duplicate cleanup, owner assignments, route codes, My Accounts, My Follow-Ups, manager dashboard, audit history, dropdown management, and standard reporting.
Switch tiers to see what features are included, restricted, or upgrade-gated.
Users, roles, owner mapping, imports, dropdowns, and audit visibility.
Admin users can manage the system. Non-admin roles and lower tiers keep locked controls visible so permission boundaries are easy to demo. Plan preview: Standard.