Quote-LinQ Teams Assignment for Issuers | Early August 2025 Release – Ringmaster Technologies

What's New in Quote-LinQ

Assign Users to Requests & Quote Responses

You can now assign specific team members to individual Requests and Quote Responses, bringing more clarity and accountability to your workflow.

Why Use Teams Assignment?

Visibility: Know exactly who is working on or following the Request & Quote Response
Confidence: Ensure that the right points-of-contact are in the loop throughout the marketing process
Control: Streamline collaboration and reduce miscommunication across teams

What Should You Do?

Set Up Default Assignments: Org Admins can configure default team assignments for your organization
Bulk Update Historical Records: Apply assignments to past Requests and Quote Responses to maintain consistency.
Actively Use Assignments: Make assignments part of your daily workflow for every new Request and Quote Response.

Coming Soon

A more personalized product experience will follow Teams Assignment in late Aug - early Sept:

Dashboard & Workspace Filters: View data based on your assignments or filter by teammates.
Default Views: Automatically see your own assignments (or all, if preferred).
Role-Based Visibility: Admins can restrict users to only see their own work.
Smarter Notifications: Notifications will soon be based on user assignments instead of the tags.

Product Experience

The Teams Component

A simple, recognizable component is accessible throughout the product to view and manage assignments.

Click the Plus or Pencil icon to open the select list
Hover over a circle to see the user's full name and title

Defaulting Assigned Teams

Administrators can set default assigned teams to Requests to reduce manual work and drive consistency.

Configuration Rights: Ringmaster System Admins and Org Admins
Org Details: Management occurs on the Org Details screen (left panel) under Administration.

Team Assignment Capabilities

Where	Experience
The Request	Auto-Assignment on Creation: Default Issuer users will be auto-assigned along with the user creating the request. Assignment can be altered on the Coversheet before the draft is created. Manage Assignment: Any user belonging to the Issuing Org can update the team assignment on the Request.
The Quote Response	View Responder Default Assignment: Issuers can view Responder's default team assignment but can't remove. Add to Responder Assignment: Issuers can add (or remove) additional Responder contacts to the Quote Response at the time of invite and afterwards.

Issuer Experience

Responders View Only: Responders can view but can't edit the Issuing Team's assignment on the Request.

Manage Issuing Team Assignment Upon Creation -> Top Left Corder

Manage Issuing Team Assignment -> Top Right Corner

Manager Responders Upon Invite, View Qualified & Disqualified (Grayed Out) in One Screen

Manager Responder Assignment in Quote Manager -> Far Right

Bulk Assignment on Records

Rapidly manage team assignment across multiple records.

Issuers Bulk Assign to Requests: Add or remove users from the Records > Requests table.
NOTE: This bulk function is not available to Issuers on Quote Responses.

Capture Assignment in the Audit

After an invitation(s) has been issued, the Quote Response audit log will record updates to user assignment for both the Request and Quote Response.

Quote-LinQ: visible to both Issuers and Responders
RingmasterRx: visible to Issuers

Avatars	Select List