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Inviting your team

Written by Previn Jacob
Updated 1 month ago

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.

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