To add team members, you must be a team administrator.
As a team admin, to invite team members, follow these steps:
On iOS:
From the Mapview, tap the menu icon in the lower left corner to open the menu.
Tap "Manage Team"
In the upper right, tap "Invite Team Member"
Fill out your team member's full name, email and cell phone number and tap "Send Invite"
You're job is done! Invited team members will receive an email where they can set up a password, and finish setting up their account.
Please note that you can View, Revoke or Resend invitations that are pending right from the "Manage Team" section of the app, just scroll down the page.
On Web:
Click "Team Members" in the menu on the left
In the upper right, click "Invite Team Member"
Fill out your team member's full name, email and cell phone number and click "Send Invite"
You're job is done! Invited team members will receive an email where they can set up a password, and finish setting up their account.
Please note that you can View, Revoke or Resend invitations that are pending right from the "Manage Team" section of the app, just scroll down the page.
What should I do after inviting a team member?
Once you've invited a team member and they've accepted their invitation - they will show up as "active" in the platform. Help them get started by:
Make sure they download the mobile app
You can deactivate any users that are no longer part of your team
Watch the leads flow in on your Leads Dashboard
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