Adding a New Team Member
Navigate to Team Management
Go to Settings > Team Members to access your team dashboard.
Invite a New Member
Click "Add Member" and enter the new teammate’s email address.
Assign Roles & Permissions
Choose an appropriate role based on access needs:
Admin: Full access, including billing and settings.
Editor: Can manage leads, deals, and clients but cannot change settings.
Viewer: Read-only access, ideal for monitoring performance.
Send Invitation
Click "Invite Member" to send an email invitation. The user must accept the invite to gain access.
💡 Note: Additional team members incur a monthly fee based on your subscription plan. See pricing table
Removing a Team Member & Transferring Data
Locate the Member
In the Team Members section, find the user to be removed.
Access Member Options
Click the three-dot menu next to their name and select "Remove."
Transfer Ownership (If Needed)
Before removing, reassign the departing member’s:
Deals & Leads → Select a new owner to ensure no active leads are lost.
Confirm Removal
Click "Remove Member" to finalize.
💡 Best Practice: Always transfer data ownership before removing a member to avoid disruptions in the sales pipeline.