Onboarding Guideline for Team Admins

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Muza
  • 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.