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Sales Intelligence for Outside Sales

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Inviting Team Members

Learn how to invite team members to your Salesjim account.

To invite team members to your Salesjim account, follow these steps:

  1. Log in to your Salesjim account
  2. Click on "Settings" in the left sidebar
  3. Navigate to "Manage my team"
  4. Click on "Invite Members" and enter the email address of the person you want to invite

Team management interface

Once invited, team members will receive an email with:

  • Instructions to set up their account
  • Steps to download the mobile app