NOVACRM

You can track your agents' activity on the basis of: ● Leads ● Calls ● Emails ● Texts ● Notes ● Tasks ● Appointments

For any questions, you can reach out to us at <a href="mailto:support@novacrm.ai" rel="nofollow noopener noreferrer" target="_blank">support@novacrm.ai</a> or call us at our support toll-free number +1 844 644 0023.

On what basis can I track my Agents' Activity in NOVA Central?

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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