How to set up a team in CRM?
1. Click 'Invite team member'
2. Edit information of team member, Click 'Send'
3. Waiting for the team to accept the invitation（While waiting you can cancel the invitation） .
4. Set the permissions shared with the team members here.
Team Member:
1. The invited user then open the invitation email, and click ‘accept the invitation’
2. Congratulations page will appear after the acceptance. The user can then set up the permissions.
3. The user could also update permissions in the settings page on CRM page of desktop browser.
4. Team members will be notified via email to view the file when it is shared with them.
1. Go to the navigation bar and tap ‘Invite team member’
2. Fill in the required fields and send
3. The invited user will appear as ‘Pending Invitation’
4. The user can then set up the permissions.
Team Member:
1. The invited user then open the invitation email, and click ‘accept the invitation’
2. Congratulations page will appear after the acceptance. The user can then set up the permissions.
3. Admin can repeat the above operations to add team members. He / she can go to CRM app, tap ‘view team members’.
4. Here, admin can see all the team members
Hint:
After team members are set up, you could now start collaborating with the team.