Team management

To begin, log onto your LeadFWD administrator account. Only the administrator account can create/manage users.

Navigate via Settings ---> Team ---> Manage Users

Next select "Create New User" to begin the creation process.

Here is where you input all the information that will create the user's account. The email address associated with the sub-user account will be their username. Do they have a user account under a CRM? Be sure to map that as well.

Under the general info screen, you see a whole host of different options to select. If you are unsure of what all these settings mean, well they are permissions and you can view what all the permissions entail here.

Once you're done filling in all information, simply click save. You'll see your created sub-users below.