Skip to content
Docs menu

Invite your team

Every phone, one shared lead list. Your business's leads are visible to its own members.

One shared list Sales ManagerYour Company Purchase HeadExample Industries Plant ManagerSample Traders DirectorDemo Exports

  1. Open the invite screen. As the business manager, open Profile, then Invite Members in the app, or Team in your account on this website.

  2. Add each person. Enter their mobile number and email. Team size depends on your plan. Compare plans

  3. They join. They open the invitation link and sign in. On the Team page you can resend or revoke an invitation that is still pending.

Next

Lead sourcesTag every card with its expo or event. Get the appShare this with your team. Sales teamsHow a team shares one list.