Team Admins:
Step 1: Create your Salesfinity account and contact our customer support team to assign you team licenses to your account — Instruction
Step 2: Invite Team Members and Manage Team Permissions — Instruction
To learn how to connect your CRM/SEP to Salesfinity, follow this link.
For further assistance, please reach out to your Customer Success Manager or connect with a live agent through the widget in the lower right corner.