Overview
When your organization grows with increase in sales, your
sales team will certainly grow together. Soon, a growing team would
feel the need to have a common platform where they can collaborate
and work together. In sales, CRM is also such a place where team
needs to collaborate on certain deals and work together. As a Sales
Manager, you would be required to assign leads or deals among your
sales team member. You may be required to monitor the performance
of your sales team as a whole as well as individually.
To cater to this need, Toolsoncloud CRM allows you to add
your team members on to the CRM platform so that all of them can
collaborate and work together to qualify leads and close deals
faster and better.
Important Note
- Prerequisite: Only Administrator of the
CRM account can add or remove team members.
- User Limits: The number of users you can
add to your CRM account is limited to the number of CRM user seats
you have subscribed to as per your subscription. If you wish to
add more seats to your subscription which is not yet over. You may
buy additional seats for the pending subscription period.
Steps
To add a team member in to the CRM platform, follow these
steps:
- Login to Toolsoncloud Sales CRM account.
- On the top navbar, click on profile button displaying your
email id. This button is situated on the right end of the navbar.
- From the drop down menu, click on "Settings" option. This
shall take you to Settings page of the CRM
- Click on "Users and Roles" link from the left pane in the
settings page. This shall navigate you to the User Management page
of the CRM. Here you can view the list of users from your
organization who are currently part of your CRM application.
- Click on "Add a User" button. A dialog box with 2 fields
shall appear prompting you to enter "Name" and "Email" of the new
user you wish to add.
- Enter the Name of the person and his/her email id in order
to send an invitation to join.
- Now click on "Invite & Add User" button.
- Your invited team member would receive an email with an
account activation URL. The user is required to click on the link
and set password in order to activate his/her account.
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