Onboarding Guideline for Team Admins

  • Updated

Team Admins:

Step 1: Create your Salesfinity account and contact our customer support team to assign you team licenses to your account.



Step 2: Invite Team Members and Manage Team Permissions


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.