Onboarding Guideline for Team Admins

In this article

1. Step 1: Create your Salesfinity account and contact our customer support team to assign you team licenses to your account.
3. Step 2: Invite Team Members and Manage Team Permissions
4. To learn how to connect your CRM/SEP to Salesfinity, follow this link .
5. For further assistance, please reach out to your Customer Success Manager or connect with a live agent through the widget in the lower right corner.

Team Admins:

Step 1: Create your Salesfinity account and contact our customer support team to assign you team licenses to your account.

 

Step 2: Invite Team Members and Manage Team Permissions

To learn how to connect your CRM/SEP to Salesfinity, follow this link.

For further assistance, please reach out to your Customer Success Manager or connect with a live agent through the widget in the lower right corner.