Inviting someone else from your team to Lily by adding a new user can be done by everyone, you just have to know where to find it. In this article we’ll show you how easy it is.
- Go to the Users page by clicking on your profile picture in the top right and navigating to Users in the sub-menu that just opened up.
2. Click on the [+User]-button in the top-right of the Users section.
3. Enter the First name and Email address of the person you want to invite.
4. Want to add another person? Click on the [+]-button and repeat step 3. If not, go on to step 5.
5. All done? Hit [Send invite(s)] and an invitation email will be sent saying you’ve invited them to join you in Lily.
That was easy, right? As you start to use Lily together as a team, you get closer and closer to Lily’s full potential. When you work as a team, you’re now able to share email within your company, help with each other’s workload, and assign cases and deals back and forth. Now don’t be shy and invite your colleagues; the more the merrier!