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How to set up a team in CRM?

Desktop Browser

1. Click 'Invite team member'
2. Edit information of team member, Click 'Send'
3. Click 'Manage Team Members' button in setting.
4. Waiting for the team to accept the invitation(While waiting you can cancel the invitation) .
Team Member:
1. The invited user then open the invitation email, and click ‘accept the invitation’
2. Congratulations page will appear after the acceptance. The user can then set up the permissions.
3. The user could also update permissions in the settings page on CRM page of desktop browser.
Mobile App

1. Go to the navigation bar and tap ‘Invite team member’

2. Fill in the required fields and send

3. The invited user will appear as ‘Pending Invitation’

4. The user can then set up the permissions.

Team Member:
1. The invited user then open the invitation email, and click ‘accept the invitation’

2. Congratulations page will appear after the acceptance. The user can then set up the permissions.

3. Admin can repeat the above operations to add team members. He / she can go to CRM app, tap ‘view team members’.

4. Here, admin can see all the team members

Hint:
 

After team members are set up, you could now start collaborating with the team.