Add reps and managers to your organization with an invite link.
Click "Members" under Admin.
Click "Invite Teammate".
Type their email.
Set how many days the link stays valid.
Click "Generate invite link" and send them the link.
The link appears here — click "Copy" and send it. Pending invites and join requests show under "Invite requests".
Back on Members, use the role menu on each row to make someone a member, manager, admin or owner.
Set team-wide rules
Who can see whose contacts, who can edit sequences, and what happens when two reps have the same lead.
See how the team is doing
Forecast, activity and pipeline health per rep.
Set up your organization
Name, domain and logo for the workspace your teammates join.
Change a teammate’s role
Member, manager, admin or owner — each level includes the one before it.
Organizations and teams
Your org, its members and roles, and how reps join.