Invite your reps
- Go to Settings → Members, type each rep's work email, and click Send invites. You can also do this at the end of setup.
- Under Invited, click Copy invite link next to each rep and send it in Slack, Teams or email. Invite emails can land in spam, so the link is the surest way.
- Each rep opens the link, signs in with the same email the invite went to, and clicks Join. They then set a daily dial goal and can practice on your team's script before their first real call.
If a rep signs in with a different email, the invite page tells them which address to use.
Admins can change roles and remove members. Everyone on the team can build scripts, practice, run tests and log calls. The more reps dial a test, the faster it reaches a reliable result.
