How to Add a New Team Member to your Team

So you are ready to build your team in you new EngageMore CRM Team account! Yay!  Be sure that you have first subscribed to a Team Account before you start.  You, as the team leader, will be responsible for the subscription and billing so do not start building your team until you have subscribed to a Team version.  Learn more about our team subscriptions CLICK HERE.  

PLEASE NOTE THAT IN APRIL, 2022, a New Navigation tool was added to EngageMore CRM.  Training tutorials for Teams has not yet updated. However, it's okay, don't worry!  The only thing you need to know is how to navigate to the team management tools as it is different from the tutorials.  Once you get to the team management tool area, everything else in our training is the same. 

To get to the Team Management tools, hover over the profile photo in the upper right side of the screen and click on MY TEAM.  

Then click Manage Team Settings to add or manage a team member, or sign is as your team member from this screen. 

If you have questions about team management, please contact support@engagemorecrm.com.  Thank you!

In this lesson, we will take you through how to add a team member, how to set user levels and how to assign user access of each of your team members.