TAMS Follow Up - How to Set Up Your Team (Step by Step Tutorial)
Автор: TAMSHQ Academy
Загружено: 2026-02-13
Просмотров: 6
Описание:
In this tutorial, you’ll learn how to properly set up your team inside TAMS Follow Up to ensure smooth collaboration, structured follow-ups, and clear accountability.
We walk through:
• Creating and managing Teams
• Inviting Follow-Up Agents via email
• Assigning agents to specific teams
• Setting roles and permissions
• Understanding team-based visibility
• Organizing contacts under the correct team
• Best practices for scalable team structure
By the end of this video, you’ll understand how to configure your team setup correctly so each agent only sees what they’re assigned to, keeping your follow-up process organized and efficient.
Whether you're on the Growth Plan or Teams Plan, this guide ensures your structure is clean, secure, and ready to scale.
🔹 TAMS Follow Up is designed to help you manage contacts, track follow-ups, and move completed conversations into long-term storage, all within a structured team-based system.
If this tutorial helped you, like the video and subscribe for more walkthroughs and feature breakdowns.
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