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

What's New in Quote-LinQ

Assign Users to Requests & Quote Responses

You can now view contacts on individual Requests and assign specific team members to 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.

The 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 Quote Responses 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.
Org Details > Teams Tab: A new tab provides additional precision for Responding Orgs only. Here an admin can designate default assignment for its various relationships with Issuers. If left blank, the Responding Org's default assignment will be used.

Manage Responding Org Default Team Assignment by Issuer Relationship

Team Assignment Capabilities

Where	Experience
The Request	View Only Rights: Responders can view but can't edit the Issuing Team's assignment on the Request.
The Quote Response	Auto-Assign Upon Invitation: Default Responder users will be auto-assigned upon invitation. Manage Assignment on the Quote Response: Any user belonging to the Responding Org can update the team assignment on the Request.

Responder Experience

View Responder Default Assignment Upon Invite: Issuers can view Responder's default team assignment but can't remove.
Add to Responder Assignment: Issuers can add additional Responder user assignments to the Quote Response at the time of invite and afterwards.

View Issuing Team Contacts - Bottom Left / Manage Responding Team - Top Right

Bulk Assignment on Records

Rapidly manage team assignment across multiple records.

Responders Bulk Assign to Quote Responses: Responders can bulk add or remove users from the Records > Quotes table.

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