How to invite Quicklead users to a team?
After logging in, you can access the following URL: https://app.quicklead.io/team
Once the admin approves your team creation request, you will be able to view a screen similar to this one:
Here, when you click on the Invite members button, you will see a popup like this, where you can add the email of the member you wish to invite and assign their role as well.
When you click the Invite button, the invitation will be sent to the user.
Subsequently, the user will receive an email notification and can also view the invitation at this URL: https://app.quicklead.io/team.
Once that user accepts the invitation, you will see them listed as a team member on this page.
Once the admin approves your team creation request, you will be able to view a screen similar to this one:
Here, when you click on the Invite members button, you will see a popup like this, where you can add the email of the member you wish to invite and assign their role as well.
When you click the Invite button, the invitation will be sent to the user.
Subsequently, the user will receive an email notification and can also view the invitation at this URL: https://app.quicklead.io/team.
Once that user accepts the invitation, you will see them listed as a team member on this page.
Updated on: 28/05/2024
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