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Add team membersAdmins

Bring your agents into your workspace. Their leads sync to you automatically.

  1. 1Team members

    Open Profile → Team Members. Tap the add icon 1 to add someone, or the QR icon 2 to create an invite code. Use the pencil 3 to change a member's role.

    Team members123
    Team members
  2. 2Add a member

    Choose them from your contacts 1 or type their number 2, and pick a role 3: Sales Executive, Sales Manager or Admin.

    Tap Add 4. They get a WhatsApp with the app link. When they sign in with that number they are in your team - no code needed - and their leads and follow-ups appear in yours.

    Add team member1234
    Add team member

Good to know

  • Admins see everyone's leads, managers see their team's, and sales executives see their own.