Need to add new team members to your Salesfinity workspace? Whether you're onboarding a new SDR or expanding your team, inviting users is quick and easy.
đ ď¸ Step-by-Step: How to Invite a Team Member
Navigate to Settings > People
Click the âInvite peopleâ button at the top right
In the Invite team member form:
Enter the userâs email address
Select the appropriate license type (e.g., Enterprise)
Click Send Invite
đ License Availability
Before inviting someone, make sure you have available licenses.
The top of the invite screen shows how many licenses are free
If youâre out of licenses, youâll see a prompt to contact Sales
â In this example: 4 Enterprise licenses are available
đ What Happens After Sending the Invite?
The invited user receives an email to join your Salesfinity workspace
Once they accept, theyâll appear in your People tab
You can then configure their:
Role
Parallel dialing limit
Call recording preferences
Team assignments