How can I activate SalesHandy for my entire team?
Company or agency users can buy the SalesHandy subscriptions for their entire team.
You can classify different teams according to the departments of the company. The admin can create custom roles for each team member of the company.
Follow the below steps to invite a team member under your SalesHandy account.
- Log into your SalesHandy account.
- Go to Teams tab under 'Settings' as shown in below image and click on Invite member.
Note - You can invite team members during the trial period. If you need to be on a paid plan with team members, you will need to purchase 'user seat' for each team member you want to have in your account. All the members in the subscription need to be on the same plan.
We encourage SalesHandy users to inquire for the team subscriptions, please do not hesitate to ask us for a customized team plan for bulk purchases.