Operations · Feature
Shared systems at scale
Multi-user workspaces with security roles, lead routing, shared inboxes, Routine libraries, and commission visibility.
The problem
Growing teams duplicate Routines, fight over lead assignment, and lack visibility into who is handling which client.
How it works
SAM supports multiple seats per account with team security settings. Lead routing distributes web and integration leads by round robin, pools, or rules. Shared Inbox assignment, @mentions, and Outbox approvals coordinate handoffs. Dashboard widgets and commission views support coaching.
Fair lead routing
Configurable rules and SLAs for speed and accountability.
Shared playbooks
Routine and checklist libraries keep everyone on the same systems.
Coaching dashboards
Command center widgets surface pipeline, calendar, and activity by team member.
Weekend lead from Facebook
A Facebook Lead Ad submission routes to the on-duty agent pool. The assignee gets an Inbox notification, contact record with tags, and a speed-to-lead Routine — logged for the team lead to review.
FAQ
Related
Features
- Inbox & Outbox — Unified inbox with assignment, snooze, templates, AI draft suggestions, and an Outbox for review before send — including WhatsApp.
- Landing pages — Build branded pages with surveys, assessments, forms, video, countdown timers, and more — then publish, approve, and feed contacts and Routines without a separate website stack.
- Routines — Date-triggered playbooks with calculations, checklists, and multi-channel actions — plus AI builders for single routines and full workflows.
Integrations
- Facebook Lead Ads — Import leads from Facebook Lead Ads into SAM contacts.
- Slack — Team notifications in Slack.
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