Manage Team

In [Settings] – [Team], you can manage members, add members, set the upper limit of reception for members, roles, assign channel chat permissions, etc. SaleSmarly offers you two ways to add members:

(1) Via internal members(quick)

You can add internal members in the form of account name and password, and quickly add them to the member account under the current project. This member cannot create new projects. In addition, you can also reset the password of this account to facilitate employee account resignation and inheritance.

(2) Add members using mailbox

You can also invite members to join your project by email. If the member’s email has registered a SalesSmartly account, you can log in to see that your team project has been pulled in; If the member’s mailbox does not have a SaleSmarly account registered, the initial password will be sent to the member’s mailbox, and you can log in to SaleSmarly.