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Set up Jtek for your teamNew

Add your agents, give every lead an owner, and keep everyone on the same page.

1Add your agents#

  1. Add each agent in Settings, then Users. Extra users cost nothing.
Add your team

2Give every lead an owner#

  1. Set the Owner on each contact, so everyone knows whose lead it is.
  2. Hand a conversation to someone else by assigning it.
Assign conversations to your team

3Stay in sync#

  1. Use one shared pipeline and filter it by owner in your team meeting.
Work your pipeline board

Related

Add your teamGetting StartedAssign conversations to your teamConversationsNotification settingsSettings & Account
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Checked against the Jtek app in October 2026.