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