How to Add Extra Users for Your Lead Management Platform


Important: If you don't have any invitations you need to buy user invitations, to do so please read this article.

  1. Ask your team members to create new free accounts for themselves at
  2. Then, in your own acciont go to "Manage USers" (on the far right of the top navigation menu) > Manage Users > Send New Invitation (which is the default view).  You’ll see a view like this one:  ( Premium Plan accounts come with 1 additional user ready to be invited).
  3. The recipient will receive an email such as this one:

      Once they log in with an account created in step #1, they’ll be able to accept the invitation and then access the shared account.
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