You may wish to Invite other colleagues to your opportunity. To add a User to an opportunity:
- After your CRM is set up in MangoApps, go to the user portal and choose “CRM” from the Left hand navigation. Then select an opportunity
- Choose “Opportunity Tools” and from the Dropdown select “Invite members”.
- Select or Search for the Users you want to invite. Once selected, click on “Invite”
- Once you click on “invite” you will see a confirmation flash green at the top of the screen.
- The Users you have invited will now be able to access the CRM opportunities, from there own CRM module.
(Visited 186 times, 1 visits today)