Team Leader Set Up

On the Welcome page, click the Go To My User Settings link and then click the Team Leader Settings link to go to the Team Leader Set Up page.

A Team Leader is a Premier Member who has turned on Team Sharing and entered a Team Name so he/she can share content with his/her Team Members.

The following are the elements that can be shared by the Team Leader:

    Custom Categories

    Edited Standard Autoresponder Campaigns

    Custom Created Autoresponder Campaigns: Team Members get the Team Leader’s custom created campaigns.

NOTE: Team Members cannot update the content for autoresponder emails.

    Custom Videos

    Custom Follow-up Emails

    Custom Phone Scripts

To become a Team Leader:

1.  Select the Team Sharing On button, and click the Save button.

2.  Enter a Team Name in the Team Name textbox, and click the Save button.

3.  Select the checkboxes for the content you want to share, and click the Save button.

    Custom Categories

    Edited Standard Autoresponder Campaigns

    Custom Created Autoresponder Campaigns

    Custom Videos

    Custom Follow-up Emails

    Custom Phone Scripts

Click the Manage Training Center Pages link to create and manage Training Pages for your Team. The pages you create will appear below the standard Resource Center options in the menu drop-down.

Click the Team Report link to see who has joined your Team.

Click the Block Members from Being On Team link to block people who you don’t want to be on your Team.

Provide the Team Name to people who want to be Members of your Team, and tell them how to join your team. To join a Team:

1.  Click the Go To My User Settings link on the Welcome page.

2.  On the User Settings page, click Join a Team link.

3.  When the pop up window opens, enter the Team Name and click the Save button.

Note, if you update the Team Name, the Team Name will automatically update in your Team Members' back offices.