What is the “Advisor Team” persona?
The Advisor Team is a fictitious, system-created persona that exists in every advisor account. Its purpose is to act as a temporary holding place for tasks when new leads enter the system.
How Tasks Are Assigned When New Leads Arrive
When a new lead is created, any associated tasks will automatically be assigned to Advisor Team. This ensures that no tasks are left unassigned during intake and that offices can route responsibilities according to their internal workflows.
What Advisor Team Is Not Intended For
The Advisor Team persona does not represent a real person and is not intended for active use. It does not have a calendar connected and should not be used to book meetings or send communications.
About the Advisor Team Calendar
If you see a calendar labeled “Advisor Team,” it can be safely deleted. If you are unsure how to remove it, or would like assistance, please reach out to our team.
Changing the Default Task Assignment
If your office prefers that all new tasks be assigned to a specific individual instead of Advisor Team, you can submit a support ticket with the name of that person. Once updated, all new tasks going forward will be assigned to that individual, who can then distribute tasks across the team as needed.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article