It's pretty easy to invite team members to your Lead Finesse account. To add new users to your team, follow the below step-by-step process:

  1. Access Admin Settings:
  • On the dashboard, access Settings -> Admin Settings.
  1. Initiate the Invitation:
  • Click the "Invite New User" button.

  1. **Enter User Details:
  • First Name, Last Name and Email ID of the new team member.
  • Assign a Role to the user from the ones available.

  1. Send Invite:
  • Click on "Send Invite" to send an invitation to the email address provided.
  1. Get Invite Status:
  • On acceptance of his/her invitation, the user's status turns to "Active" in the Manage Team tab.

  • In case of non-acceptance by the user, his/her status would appear as "Invite Not Accepted."

In this way, you can easily onboard new users and track the status of their invitation in case any issues arise.