Sign up to unlock this user flow video

Unlock this video

Or Learn more

Inviting people on HubSpot CRM video screenshot
Inviting people on HubSpot CRM
    • 00:00
    • Users & Teams
      To get started, we head to the Users and Teams section in the settings menu.
    • 00:07
    • Create user
      We now click the "Create use" button in the top-right.
    • 00:09
    • Add user
      We then add the user's email and configure their access settings.
    • 00:24
    • Personalise message
      We can now optionally personalise the message that will be sent in the invite.
    • 00:32
    • Invite sent

Screenshots


Sign up to unlock these screenshots

Join now

Or Learn more

Sign up to unlock these screenshots

Join now

Or Learn more

Sign up to unlock these screenshots

Join now

Or Learn more

Sign up to unlock these screenshots

Join now

Or Learn more

Video uploaded: 1 year, 8 months ago