Invite your sales team

Bring teammates into the workspace and assign their roles.

You can add teammates to your workspace and control what each person can do with role-based permissions. This lets your whole team collaborate in one place without sharing login credentials.

Invitations are sent by email, and teammates land directly in the workspace once they accept.

1

Open Settings from the sidebar.

Open Settings from the sidebar.

Settings is where you manage everything about your workspace — team, permissions, integrations, and more.

2

Select Team members.

Select Team members.

 

3

Enter their Email and pick a Role — admins can edit pipeline settings.

Enter your teammate's email and pick a role — admins can edit pipeline settings.

 

Admins can edit pipeline settings and manage other team members; other roles have more limited access.

 

4

Click Send invite — they get a link straight into the workspace.

Click Send invite — they get an email link that drops them straight into the workspace.

 

Once they click the link in their email, they're added to your workspace and can start collaborating immediately.

 

What's next

With your team invited, set up your pipeline and start organizing deals so everyone's on the same page.

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