You can invite your team to Salesx.io by Clicking Settings at the top right > Team
On the Team page you can invite the User by adding,
Name > Phone Number > Email Address > Role
Salesx has 2 types of Access Roles:
1.Admin – has the rights to view,edit,delete any leads or deals, or in short he has the complete access to the system
2. User – has rights only to add Leads, views leads created by them or assigned to them. They cant see what happens with the other users in the system.
Salesx.io Tip : Check your email for a Salesx.io invite!
Admins need to invite their team into their Salesx.io Organisation.Please check your email for an invitation link. If you don’t see one, please ask your admin to resend the invitation.
Once you receive the Invite, Click on “Activate Your Account” and you will be redirected to your organisations Salesx account where you will be asked to set your Password and the you are set to go!