ClientView
  • 👋Welcome to ClientView
  • 🎙️Our Story
  • ⚡Book Setup Call
  • Getting Started
    • Tracking Workflow
    • Boost Client Performance
    • Configure Agency
      • Invite Team
      • Create Offers
      • Categories + Alerts
    • Start Tracking
      • How it works
      • Connect GoHighLevel
        • How to use CRM sources
      • Setup UTM Tracking
        • Static Sources (Hard code)
      • Connect Ad Platforms
      • Adding Clients
  • Features
    • Filtering
    • Client Notes
    • Tasks & Notifications
    • Offers
    • Categories
    • Active Status
  • Billing
    • Pricing Tiers
  • Support
    • Support
  • Company
    • Founding Team
    • 🤝Partnerships
Powered by GitBook
On this page
  • Overview:
  • Inivte Team Members
  1. Getting Started
  2. Configure Agency

Invite Team

PreviousConfigure AgencyNextCreate Offers

Last updated 11 months ago

Overview:

Team members play an important role, they can be assigned to clients. This makes it easier to sort by clients they own or responsible for. Plus media buyers assigned will receive notifications on rising lead cost or broken back-end notifications keeping them in the loop at all times.

Inivte Team Members

  • Click "Send invite"

  • Enter the users email

Team Settings
Page cover image