Section 16 : Team & Collaboration

I.Adding users and setting permissions

To add a user to your account:

1. Go to Settings > My Staff > Add User.

2. Enter the user's details and assign them a role (e.g., Admin, User).

3. Set permissions for what areas they can access (e.g., conversations, contacts).

II. Setting up team collaboration tools

Use team collaboration tools:

1. Go to Settings > Team

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• On the left-hand menu, scroll down and click on **Settings. **
• **Then select **“Team” from the available tabs.

2. Click on “+ Add User”

• You’ll see a list of current team members.

• Click the “+ Add User” button (usually top right).

3. Fill Out Employee Details

You'll be asked to complete:

• Full Name
• Email Address (this becomes their login)
• Phone Number (optional) Password (you can set one, or let them set it via the invite)
• Password (you can set one, or let them set it via the invite)
• User Role: ****

Usually options include:

- Admin – Full access

• • • User – Limited access
    • Account Manager / Sales / Custom – If roles were preconfigured

4. Save and Send Invitation **

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• Click “Save”, and optionally check “Send Invite” to email them a login link.

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III. Managing tasks and appointments

1. Managing Appointments

Step 1: Go to the Calendar Tab

• From the left sidebar, click on Calendar.

• You'll see a daily/weekly/monthly view of scheduled appointments.

Step 2: View or Create Appointments

• To create: Click on a time slot or use the “+ New” button.

• Fill in:
• • Contact name
  • Time & date
  • Assigned team member
  • Location (e.g., Zoom, in-person)
  • Add notes if needed

__Step 3: __Manage Appointments

• Reschedule by dragging the appointment.

• Click on any event to edit, cancel, or mark as completed.

• Appointments are also linked to Workflows (e.g., send reminders, confirmation emails).

2. Managing Tasks

Step 1: Go to Opportunities **or **Contacts

• Tasks are often tied to contacts or leads.

• Go to a contact profile or pipeline card.

Step 2: Create a Task

• Inside a contact’s profile or card:
• • Click “+ Add Task”
  • Enter:
  • • Task name (e.g., “Follow up call”)
    • Due date & time
    • Priority (High/Medium/Low)
    • Assigned to (if you have a team)

Step 3: View and Complete Tasks

• Tasks can be viewed in:
• • Contact profile
  • Pipeline card
  • "Tasks" Tab (if available in your view)

• You can check off tasks as completed and add notes for future reference.

IV. Assigning conversations to team members

Assign conversations:

1. In the Conversations inbox, select a conversation.

2. Click "Internal Comment" and choose the team member you want to assign the conversation to by using "@".

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Updated on: 19/05/2025