Send An Invite

Go to the Users page under Settings.

Click the Add User button icon.

Enter the name and email address of the user and click Send Invitation

This will send the user an invitation email that looks like this:

Note the link in the invitation email will only work once.

After they click the link in the email they will be taken to this page:

From here they will given a tour of LeadSimple within the App.

Confirm the user has activated their account

You can go back to the users page under settings to see if the user has actually set up their account yet:

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