Invite your team

Invite the people who handle your leads so everyone works from the same list. Each person signs in with their own account and sees all the business's leads.

Send an invite

1. 1Step 1: Go to Settings → Team. On a phone, tap More, then Settings, then Team.
2. 2Step 2: Under Invite someone, type their email. This is optional.
3. 3Step 3: Choose a Role: Member or Admin. See Roles.
4. 4Step 4: Tap Create invite link.
5. 5Step 5: Copy the link and send it to them on WhatsApp or email. LeadCRM does not send it for you.

A link works once and stops working after 7 days. Links not used yet are listed under Waiting to join, where you can copy them again or tap Cancel invite. Only owners and admins can invite people.

What the invited person does

1. 1Step 1: Open the link on their phone or computer.
2. 2Step 2: Sign in. If they are new to LeadCRM, they make an account on the sign-in screen.
3. 3Step 3: Tap Join with your business name.

If you typed an email, the invite works only for an account with that email, so they must sign in with that email (Google or email and password), not with a mobile number code. Someone signed in another way sees This invite is for that address and can tap Sign in as to switch. If the link has expired or was already used, send a new one.

If you left the email empty, anyone who has the link can join, so send it only to the right person. If they want to sign in with their mobile number, leave the email empty.

Remove someone

1. 1Step 1: Go to Settings → Team.
2. 2Step 2: Tap Remove next to the person.
3. 3Step 3: Tap Remove with their name to confirm.

They lose access straight away. Their open leads move to Unassigned so someone else can pick them up, and they stop getting new leads. Their notes and call logs stay on the leads. Won and lost leads are not changed. You can't remove yourself; ask another owner or admin to do it.