Your profile
Your assigned leads
Your agents
As a team lead, you can invite agents and reset their passwords. Only admins and the creator can change roles.
| Name | Username | Leads assigned | Last login | Actions |
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Or create their account directly
Skips the email invite — sets up their login and a 4-digit PIN immediately. Use this for agents who won't complete a signup flow themselves.
Lead temperature presets
Fully customize your pipeline's temperature scale — rename, recolor, add, or remove presets. Set a value threshold to get a suggestion (never automatic) when a lead crosses it.
Everyone in Meridian
| Name | Role | Leads assigned | Last login | Actions |
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