Member Detail

Member Detail

What is Member Detail?

Member Detail is the teammate profile screen in Teams. It shows a rep’s photo, role, live status, streak, sales goal progress, and activity stats for a selected date range.

Use it to review performance, see what a teammate is doing right now, and contact them by call, SMS, or async video message.

How to navigate

Mobile Home → Teams → tap a teammate (manager view) Opens Member Detail screen.

Note: Managers open Member Detail from Teams. Non-managers may go to video messaging instead, depending on permissions.

Using Member Detail

1. Open Teams.
2. Select a teammate to open Member Detail.
3. Review Profile header, Real-time status, Badge, Streak, and Sales Goal at the top.
4. Use Call member, Message member, or Video message to contact the teammate (not shown on your own profile).
5. Change Date Range filter to update stats.
6. Swipe Activity stats to view metrics like calls, appointments, and follow-ups.
7. Tap Back to return to Teams.

Features include

• Profile header – Teammate photo, name, and job title/role.
• Real-time status – Live activity such as Idle, On Call, or In Appointment.
• Badge – Achievement badge shown on the member profile.
• Streak – Consecutive activity streak in days.
• Sales Goal – Goal progress ring with percentage and target value.
• Call member – Call the teammate’s phone number.
• Message member – Send SMS (with optional AI help when enabled).
• Video message – Open async video messaging with unread count badge.
• Date Range filter – Filter stats by Today, Weekly, Monthly, or Custom Date.
• Activity stats – Hexagon cards for Opportunities, Outbound Calls, Past Due Follow-Ups, Total Events, Event Forms, Emails, and Appointments.