Salesflare

How do I add team members to an account?

How can I be added to the team of an account?

Any admin on your team can add themselves and other team members to existing accounts.

Here is how:

  1. Go to Accounts.

  2. Select the account you want to add the team member to.

  3. Click on the "Manage" tab below "Team" on the account to select the team member.

Want to add a team member to all accounts at once? Here's how. 

More questions? Let us know on the chat!

Need a hand?

Just reach out to our support team on the chat, here or inside Salesflare.

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