You can invite your colleagues to join the Relevize platform. This will give them access to leads, reports and campaigns. If you are a partner, it will also allow your colleagues to mark lead statuses.

Follow the steps below to invite your colleagues to use Relevize:

  • Log in to Relevize.

  • Select the settings icon in the upper right.

  • Select Team Members in the options that appear under Team Settings.

  • Type in your colleague's email address.

  • Select Send Invite.

Your colleague will receive an email inviting them to log in to Relevize. If they lose the email or wait too long to log in, they can go to Relevize and reset their password.

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