Adding team members

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You can manage your team and create Saleswhale accounts for your colleagues and team members through the Saleswhale app.

Hover over your initials in the upper right-hand corner to toggle the drop down menu; select "Manage Team."

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On the left-hand side of the Manage Team panel, select "Invite a Teammate."

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A pop-up will appear asking you for an email. Input the email of the person you want to add and click "Search."

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You will be taken to a next screen where you will need to define the details, including first and last name, of your new team member. Once you are done, select "Add & Invite."

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Your new team member will receive an email prompting her to activate her account.

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