Section 16 : Team & Collaboration

I.Adding users and setting permissions

To add a user to your account:

Go to Settings > My Staff > Add User.


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


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

II. Setting up team collaboration tools

Use team collaboration tools:

Go to Settings > Team

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

Click on “+ Add User”

You’ll see a list of current team members.

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


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

Save and Send Invitation


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


III. Managing tasks and appointments

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).

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:

In the Conversations inbox, select a conversation.

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

Updated on: 19/05/2025