User adoption for new software is always challenge! The easier you can make the process, the more likely your users are to utilize the new tool they've been given access to.
Inviting new team members to the LeadFWD platform has never been easier. To start navigate to Settings --> Team --> Invite Users.
The Invite Users screen will give prompt you to provide a few details regarding the team member(s) that you'll be inviting. The information required will be:
Assigning an Engage License if available
Please make sure to check off the Assign Engage License checkbox if the team member will be utilizing their own inbox to send emails through Engage.
For more information regarding Roles & Groups please click here: Link
Once the information has been filled out the new users will receive an email with a confirmation link to fill out the the rest of their information. Once done they'll now be able to login to the LeadFWD platform and access areas complacent with their roles and permissions.
With LeadFWD integrated with your SuiteCRM environment you have the ability to link up your LeadFWD users to their Salesforce user accounts.
To do this access Settings --> Team --> Manage Users
From there you'll get a list of all LeadFWD users in your account.
Find the appropriate user and click on the gear icon to access their specific user settings. Once there you'll want to assign them to their Salesforce user account
Once that's done you'll want to save your changes and navigate to Team --> Salesforce Users. From this screen you can set the view for the user while they access LeadFWD from Salesforce directly. Make sure the view is assign to the appropriate user
Congratulations! You users are fully connected with their CRM account and can quickly and easily access LeadFWD while logged in to SuiteCRM directly.