My Teams – Feature Guide

1. Feature Overview

The My Teams feature on the LeadSquared Mobile App gives Sales Group Managers or Reporting Managers real-time, actionable insights into their team’s performance and daily activities. As a manager, you will be able to view your team’s check-in/check-out status, distance travelled and quickly connect with them via call, SMS or WhatsApp. Additionally, you can view the leads added, opportunities created, tasks completed and other activities performed by the users.

Benefits

• Real-Time Team Tracking: Managers can view check-in/check-out status and track distance travelled for better field oversight.
• Seamless Communication: Managers can quickly connect with team members from the app.
• Performance Monitoring & Accountability: Key metrics help track productivity and ensure accountability.

2. Prerequisites

• This feature is not available by default. Reach out to support@leadsquared.com to get this enabled.
• You must be a Sales Group Manager or Reporting Manager to access this feature. To know more about Sales Group, see Manage Sales Groups. To know more about Reporting Hierarchy, see View User Hierarchy.
• Ensure that your users have turned on their GPS or Location Services on their devices. To learn more, see Measures to Ensure Higher Distance Computation Accuracy in Mobile App.

3. How It Works

1. The Administrator must add My Teams to the mobile app menu using the Web App Settings or the Menu Builder. Once added, the feature will appear in the side menu or bottom menu and be accessible to Sales Group Managers or Reporting Manager.
2. From the My Teams page, managers can can view their users’ daily activities including their status, distance travelled, leads, opportunities and activities added, and tasks completed individually.

4. Add My Teams to the Menu

The Administrator can configure the mobile app menu via the Web App settings or using the Menu Builder.

4.1 Add My Teams to the Menu via Web App Settings

To add My Teams to the mobile app menu –

1. Navigate to Settings>Mobile App>Mobile Navigation.
2. Select My Teams from the Hidden Menu Tabs and drag it to Visible Menu Tabs. Click Save.

4.2 Add My Teams to the Menu using the Menu Builder

If you have Casa enabled, you can use the Menu Builder to add My Teams to the mobile app menu.

1. Navigate to Apps>Casa from your LeadSquared Dashboard.
2. From the left menu, select Menu under Mobile.
3. Click the edit icon alongside the relevant menu and you will be taken to the Menu Builder page.
4. In the Menu Builder you can configure My Teams to be visible in the Bottom Menu or Side Menu.

Once configured, tap Publish on top of the page. On the Publish Menu popup, click the slider alongside Set as default menu or select a team from the dropdown, as per your preference and tap Publish.

5. List View of your Team

Once the Admin configures My Teams using the Menu Builder, on logging into the mobile app as the Reporting or Sales Group Manager can view their team’s performance.

1. Navigate to the side menu from your mobile app dashboard.
2. Tap My Teams. Here, you can view all the users in your team.

As the manager of multiple sales groups, if you want to view the users and performance of one particular group, you can tap the My Teams dropdown at the top and deselect the other teams.

Alternatively, if My Teams is configured in the bottom menu, you can tap the option and view it directly from the homepage.

5.1 Filter by Day

On My Team, you can view the user activities based on the date selected from the Today, Yesterday or Custom date chips. Today is selected by default. If you want to view user activities for a custom date, tap Custom and select the relevant date from the popup calendar. This allows you to view your team’s daily activities for a past date.

5.2 Checked-In / Checked-Out / Not Checked In

You can get an overview of your team’s activity through the three chips next to the All Users chip. They show the number of users who are checked in, checked out, and those who have not checked in for the selected day. Tap on any chip to see the list of users in that category and contact them if needed.

5.3 User Card

The User Card gives you an overview about the user and his activities.

Username – The name of the user. The current user will be marked with a “(Me)” tag.

Status – The dot below the profile icon denotes the status of the user.

• If it is , the user has checked in
• If it is , the user has checked out
• If it is , the user has not checked in for the day

Check-In Duration – If the user is currently checked in, this displays the duration of their check-in. If the user has checked out, it shows the duration of their last check-in. If the user has not checked in today, this field will be blank.

Distance Travelled – This displays the distance traveled by the user for the day while they are checked in.

Contact – Tapping the icon will open a popup with contact options. You can contact the user via call, SMS or WhatsApp.

6. User Details Page

You can navigate to the User Details page by tapping the relevant user card from My Team.

You can get a detailed view of the selected user and their daily activities based on the date you have filtered by. On this page, alongside the check-in status, check-in duration, distance travelled, contact card and the group of the user, you can view –

Any Questions?

Did you have any trouble understanding or implementing organization switch? Is there something more you’d like to know? We’d love to converse with you in the comments section below!