Invite/Add Team Members to the Salestrail Dashboard

There are 2 methods to invite team members to the Salestrail dashboard.

Option 1: 

Add users from the Dashboard.

Step 1: Go to the Dashboard.

Step 2: Go to User Management > Click on Add User.

Step 3: Invite the people you want by their email addresses. Assign them an organisation role, to teams and manager role if needed.

Step 4: Add User > The invitees will receive an email with instructions to sign up from either the dashboard or the Salestrail app (please make sure you check the Spam folder as well).

Option 2:

Inviting users with the organisation's sign-up link.

Step 1: Go to the Dashboard.

Step 2: As owner and manager on Salestrail dashboard, you have the organisation's sign-up link box on the left of your Salestrail dashboard. 

Step 3: Copy link > Send it to whomever you want to invite

Step 4: The invitees follow that link to sign up on the Dashboard.