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Team Management

10 guides on Team Management in Marketing Titan. Each one walks through the screens step by step, and links to the same article inside the app.

Articles

10 articles

  • Team Management — Overview & Dashboard

    What the Team Management module is, a tour of every tab, and how to read the recruiting dashboard.

  • Form Customizer: Build the Form

    Design the onboarding application: steps, fields, templates and territories, and the default six-step flow candidates fill in.

  • Team Hierarchy: Overview

    The org chart module and its three sub-tabs — Organizational Structure, Hierarchy Table and Team Management — and how they fit together.

  • Team Hierarchy: Organizational Structure

    The read-only overview: every agent indented by hierarchy level, with role, territory, team and performance.

  • Team Hierarchy: Hierarchy Table

    The working downline table: group by territory/team/hierarchy, expand downlines, and act on each agent with team size, performance and revenue.

  • Team Hierarchy: Team Management

    Create teams and assign members: each team card's department, territory, specialization and member count.

  • Territory Management

    Carve your market into territories, assign a manager and agents to each, and track agents and revenue per territory.

  • Analytics

    Read the revenue, agent and territory charts and the onboarding pipeline to spot bottlenecks and top performers.

  • AI Workflows

    Automate recruiting with rules that notify, assign and escalate — turn each workflow on or off from the dashboard.

  • Agent Onboarding Portal

    The public candidate application: share the link, the six steps candidates complete, and where finished applications go.

Other topics

More ways to get help

These guides are the same ones that sit inside the app’s help center, next to the screens they describe. If you prefer to watch, the Marketing Titan Academy has short video courses recorded in the product. Signed in, you can also ask Darwin, the built-in assistant, to explain a screen or do the step for you. If something is not covered here, contact us and a person will answer.

Try it yourself

Every guide here describes the live product.

Start free and follow along: every core module, unlimited users, no card required.

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