Use Team Command for real team activity

Before you start#

• A signed-in account; team results require genuine attributed members.

Steps#

1. 01

   Step 1: Start with the live roster#

   Open Team Command. An empty team is normal before people join with you as their sponsor. Use the permanent referral link shown there to invite people.

   If you have an owner-only Demo View, its labeled fictional roster is for presentation. It does not change live members, referrals, awards, or deliveries.

2. 02

   Step 2: Choose the reporting period and scope#

   Review the available period and tag controls before comparing members. Counts can change with the selected reporting period and scope.

   Recorded app activity describes use of the system. It is not proof of business results, sales, or what happened in conversations elsewhere.

3. 03

   Step 3: Use tags to focus on a useful group#

   Apply authorized team tags to organize real members and use the roster or focus tools for a smaller relevant group. Team tags and Pipeline prospect tags have different scopes.

   Do not mistake a tag change for a sponsor change. Do not use private or speculative labels that would be inappropriate to disclose.

4. 04

   Step 4: Use Connect or Rescue thoughtfully#

   Review a member before starting an internal request. Connect and Rescue Nudge use private recipient-owned request forms, not a live-chat channel.

   Keep requests useful, respectful, and specific. The recipient's private contact details are not automatically exposed to the team. Submitting a request is not proof it was read or acted on.

5. 05

   Step 5: Review broadcasts before approving them#

   Use the available Broadcast tools for the intended tagged audience. Review the actual draft, audience, and scheduling controls before approving or sending.

   Team Broadcast pop-ups and phone-notification campaigns are separate channels. Ava-generated drafts, where available, require their own review and approval; do not assume a draft was sent.

How you know it worked#

• You can identify the live team and current period.
• Team tags are used without changing sponsorship.
• Internal requests and broadcasts are described within their actual delivery scope.

Tips#

• Check Inbox for responses and requests.
• Use a smaller relevant audience instead of broadcasting everything to everyone.

Troubleshooting#

My team is empty.

Check whether anyone completed a genuine attributed signup with you as sponsor. Card viewers and lead submissions are not automatically team members.

A broadcast did not appear as a phone notification.

Team Broadcast pop-ups and phone campaigns are separate. Check the configured channel, audience, approval state, and recipient permissions.

Related questions#

• Why do Team Command counts change when I switch the period?
• Is Demo View real team or lead data?