How to Manage Team Members

You can invite a team to work together on a project. Delegate the tasks to your team members so that they work with your tasks, clients, and deals.

This way, you can use a single contact database and a list of deals that your whole team can access. Access to the rest of SendPulse’s services will be limited according to user access level.

How to Invite Team Members

To add a new user as your assignee, you need to invite them and give access to your account first.

Fill in the required fields, and check the “Access to CRM” box.

Access to CRM is available for all users with any roles.

Click Send an invitation.

You will be able to choose this user as your assignee after they accept your invitation.

How to Change Your Deal Assignee

Go to the “Deals” section, click on the created deal, and select a new assignee from the dropdown list.

How to Change Your Contact Assignee

Go to the “Contacts” section, click on the created contact, and select a new assignee from the dropdown list.

How to Change Your Task Member

In the “My Tasks” section, users can have one of two roles:

Assignee: this user performs the task.

Watcher: this user tracks the task progress.

To add an assignee, go to the “My Tasks” section, click on the created task, and select your assignee from the dropdown list.

To add a new watcher, select them from the dropdown list.

How to Assign a User for Automatically Created Deals

Go to the "Account settings" section in the "General" tab and select an available user from the drop-down list.

How to Assign a Team Member for Automatically Added Contacts

Go to "Contacts" > "Settings" > "General" and select an available team member from the drop-down list.

Last Updated: 31.03.2023