You can add a user as a team member in your account if they share the same domain as you. For example, if your domain is @example.com, you can only add users with @example.com email addresses as team members.
Users with different domains cannot be added to the same account. However, for visibility, you can invite them as prospects. This will allow them to view your account and leave comments, but they will not be able to edit or create deals.
How to add a team member:
Go to your My Account.
Click the "Invite Team" button.
Enter the user's email address.
Click the "Invite team" button.
The user will receive an email invitation to join your team. Once they accept the invitation, they will be able to log in to your account and start working with you.
Assigning tasks to team members:
You can assign tasks to team members through the "Next Steps" section of a deal. To do this, simply click on the "Next Steps" tab of a deal and add a new task. Then, assign the task to the appropriate team member.
Team member permissions:
Team members have access to all of the same features as you, with the exception of the following:
They cannot add or remove other team members.
They cannot change the account settings.
They cannot delete the account.
Inviting prospects:
To invite a prospect, go to your team page and click the "Invite Prospect" button. Enter the prospect's email address and click the "Add" button. The prospect will receive an email invitation to view your account.