Manager & admin playbook — running the floor
If you're the admin or a sales manager, these are the screens the sales agents never touch — but they're where you shape how the whole floor operates.
Team (/users) — admin only
- Add / disable users
- Assign roles:
admin/manager/sales - Set per-user country + language weights (used by auto-assignment)
- IP allowlist bypass — grant a road-warrior sales rep bypass rights while everyone else must connect from the office IP
- Trigger the invite email flow — new user gets a magic link to set their own password
Assignment Rules (/rules) — admin + manager
Pick your routing strategy:
- Country + language match — best for multi-market brokerages
- Round robin — simple, fair, load-balanced
- Manual — every incoming lead lands in a "Unassigned" queue for the manager to hand out
You can also configure priority-based override: VIP leads (deposit_intent >$10k on the form) skip round-robin and go to your top closer.
Workspace Settings (/workspace-settings) — admin only
- Branding — logo, primary/accent colours, favicon. Also custom domain (paid plans).
- Business hours — used by the SLA clock; leads outside hours don't accumulate breach time.
- Sub-statuses — extend the built-in status list with your own custom stages (e.g.
qualified → hot_lead → warm_lead → follow_up_scheduled). - Custom fields — add any extra field to the lead model (broker license, trading experience, etc.)
- IP allowlist / Geo-fence — restrict sign-in to specific IP ranges. Combine with per-user bypass for hybrid teams.
Integrations (/integrations) — admin only
- Facebook Lead Ads — full OAuth to any Facebook page → real-time lead sync
- CRM Forms — copy-paste embed script for your website
- Webhook URL — for Zapier / Make / custom integrations
Reports (/reports) — admin + manager
- Funnel analytics
- Campaign ROAS
- Per-agent performance & SLA compliance
- Deposit trends over time
- Export any view to CSV
Billing (/billing) — admin only
Upgrade / downgrade plan, add seats, view invoices, update payment method.
Route Meta Lead Ads submissions directly into Alphorix using our webhook endpoint.
Save every message you send more than once as a template. Insert with two clicks, use variables that auto-fill lead data, and translate for every market.
Everything you can do from the Leads screen — the quick-actions row, keyboard shortcuts, bulk operations, and how to move a lead through the funnel.