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Team Collaboration

Your whole team, working from the same page.

Invite your team, give everyone the right access, assign leads and contacts, and tag teammates in notes. Everyone knows what's theirs and what needs them.

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3 roles

Account Holder, Admin, Teammate

Teams

Share leads, contacts or both

@tag

Mentions in notes

Mine / Team

Pipeline views

Team

Teammates, roles and notifications

8 teammates

Lead pipeline by teammate

Assigned workload

Sarah Kim

Account Holder

18 leads

41% qualified

David Chen

Admin

26 leads

34% qualified

Maya Patel

Teammate

9 leads

52% qualified

Roles

Who sees what

Account Holder & Admin

See every lead and contact, and manage the team, billing and settings.

Teammate

Works their own leads and contacts, plus anything their team shares.

Notifications

What's new for you

You were tagged on a Contact

Now

Alex: Can you send Northstar Health the updated quote?

New Leads and Contacts assigned to you

8 min

Open them from your Leads and Contacts pages.

Post sent for your approval

4 min

Jordan would like you to review a new Instagram post.

Everything your team needs

Built so everyone knows what's theirs.

Invite your team

Send invites by email and pick each person's role. If someone leaves, move their leads and contacts to another teammate in a few clicks.

The right access for each role

Account Holders and Admins see everything. Teammates see the leads and contacts they own or created, plus what their team shares. Billing and settings stay off-limits.

Assign leads and contacts

Give every lead and contact an owner, and reassign them anytime so the right person always has them.

Teams that share

Group teammates into teams and choose whether they share leads, contacts or both. Pipelines switch between Mine and My Team in one click.

Notes and @mentions

Tag a teammate in a note on any lead or contact. They get a notification and an email that takes them straight to it.

One place for updates

Mentions, post approvals, billing alerts, handovers when a teammate leaves and messages from teammates all land in your notifications.

Why teams win with Assistloft

Replace scattered tools and side chats with one place your team actually works from.

Clear ownership

Pipeline pages show each teammate's leads and contacts by stage, so you can see who's busy, who's free and what's waiting.

Context stays with the record

Notes, @mentions and the full chat history sit on the lead or contact, so whoever picks it up knows the whole story.

Team collaboration, made simple

Every lead, in the right hands.
Every follow-up, owned.
Every team, in sync.

Invite, assign and work together without extra tools or scattered chats.

Invite teammates and choose their role
Assign leads and contacts, and hand them over when someone leaves
Tag teammates in notes to bring them in
Teammates draft social posts and send them to an Admin for approval
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