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.
Accepting your LeadFWD User Invite
Once the information has been filled out regarding the new users an email with a confirmation link will be sent. The email invite will look like the image below.
The invite will arrive in the inbox of the invited user. The invite will come from the Admin of the organizational LeadFWD account.
If the email cannot be found please be sure to check SPAM/Junk/Promotional folders.
The email subject will be "You've been invited to join LeadFWD on LeadFWD!" if the user needs to search for it.
Once the email has been received the user will click on the 'Accept Invite' button. The user will then be redirected to the LeadFWD User Creation page. The user will then fill out the following information:
Email Address - use the invited email address
Full Name - name that will show for the User and account Admin
Title / Position (Optional) - the user's title or organizational role
Phone (Optional) - phone number associated with user
Password / Retype Password - input a password for the user account. Requires at least 8 characters with a mix of upper/lowercase letters and numbers
When the form is filled out the click the Setup Account button and proceed to the Application Login Screen.
From there the user will input their email address (username) and password (from previous screen) and click Sign-in.
The user is now able to access the LeadFWD platform.
With LeadFWD integrated with your Salesforce 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 Salesforce directly.