Invite Teammates Follow

Inviting teammates in Salesmate CRM is the action of extending invitations to potential users or team members, inviting them to join the CRM system. This entails sending personalized email invitations, prompting recipients to register and become part of the Salesmate CRM account

Topics Covered,

• Invite from Salesmate Guide
• Invite From Dashboard
• Or Add the User from Set Up

Invite from Salesmate Guide

To invite the Teammate,

• Navigate to the Salesmate Guide option on the top left corner
• Click on Invite Your Teammates

• Fill in the information - Last Name, First Name, and Email of the proposed user
• Once done click on Invite

Invite From Dashboard

• On the Dashboard click on Invite Your Teammates

• Fill in the information - Last Name, First Name, and Email of the proposed user
• Once done click on Invite