You can now add a Filevine team to a lead. This team will be assigned to the Filevine project when the lead is pushed to Filevine.
This feature requires you to have Teams in Filevine.
Set Up
Teams can be added to a lead in any status that has Filevine Teams marked “Required” or “Optional.”
The option to add a team can be given to any status. In the left side menu, select Manage > Statuses. Click on the status where you would like to add a team, and scroll down to the Filevine Teams section. Select either “Required” or “Optional” from the dropdown. Click Save.
Best Practices
You can allow any statuses the ability to add or edit Filevine teams. However, not all statuses require this option, as the teams likely do not need to be added more than once.
The simplest model is to add the option to the “Pending Sign Up” and the “Signed Up” statuses, and to add the Filevine teams you’d like to assign right before the lead is pushed.
Alternatively, or additionally, you could add the option to the “Assigned” status, and select the teams at the beginning of the lead process.
If you’d like to add the option to more statuses, then keep in mind that this option is useful for any status where you may have additional information that would clarify which team should be assigned.
Add to a Lead
For a lead in any status with the teams option selected, you can add or edit the Filevine teams that will be assigned either in the lead itself or in the Change Status modal.
Click into the Associated Filevine Teams field and select one or multiple teams from the dropdown.
Once a team is added to a lead, it remains on the lead and will be pushed to Filevine, although it is not visible on status marked “Not Allowed.”
Role Mapping Interaction
If role mapping is in place, both role mapping and team assignment will take place. If a user is role mapped to the primary, then that user will be assigned as the primary in the first position, overruling the user assigned primary from the team. The team primary user will be assigned as primary, but will not be the first primary.
If you’d like to avoid this overruling, you can remove role mapping and rely only on team assignments.
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