Team Onboarding Checklist
Get your team up and running with MyFBleads. Follow this checklist to add team members, set up their access, and train them on your lead management process.
Start $1 TrialFrequently Asked Questions
How do I add team members?
In MyFBleads settings, go to Team Access. Click Invite and enter their email. They will receive an invite code to join your account. Team member limits depend on your plan tier.
What can team members access?
Team members can view and manage shared leads, update pipeline stages, add tags and notes. They cannot access billing, delete the account, or manage other team members.
How many team members can I have?
Free and Trial: No team access. Pro: Up to 3 team members. Lifetime/Agency: Up to 10 team members. Contact support if you need more.
What should I train my team on?
Train on: lead capture process, when and how to tag leads, how to update stages, what notes to record, follow-up procedures, and escalation points for questions they cannot handle.
How do I create standard procedures?
Document your lead handling process: capture criteria, required tags, stage definitions, follow-up timing, message templates. Share this document with new team members.
Can team members use AI features?
Yes. Team members have access to AI message generation using the account API keys. AI usage counts toward your account daily limits.
How do I remove a team member?
In Team Access settings, find the team member and click Remove. Their access is revoked immediately. Lead data they worked on remains in your account.
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