Stay in the Loop

4 areas

What Happens Now

Four things to set up as your account comes to life. Tap one to see what it covers.

Monitor Your Dashboard

Check activity, conversations, and opportunities regularly. Regular monitoring helps you identify what's working and what needs adjustment.

Add Your Team

Head to Settings, then My Staff, to start adding users. Don't forget their information, their email, and their roles and permissions.

Set Roles & Permissions

Set each person up as an Admin or a User, then select exactly which features they're allowed to access.

Team Setup & Mobile

Once added, your team manages their own profile, availability, and calendar. Share your mobile app link to get them connected.

"Regular monitoring helps you identify what's working and what needs adjustment. Your dashboard provides real-time insights into your business performance and customer engagement."

Key terms

Definitions

Tap any term to expand it.

Where you add and manage your team members, found under Settings. This is an admin-only feature.

Admin gets full administrative rights. User only sees what you specifically grant them access to.

A task reminder you set for yourself to regularly review your dashboard, conversations, and opportunities.

Live data on your dashboard: opportunity status, conversions, your sales funnel, and your tasks.

A course built specifically for your staff, covering the essentials they need once they're added to the system.

In practice

What You'll Do

📊

Monitor Daily

Dashboard, conversations, and opportunities, so you always know what's working.

👥

Add Team Members

User info, email, and roles, so your team can start helping right away.

🔐

Set Permissions

Choose exactly which features each person can access.

📱

Share Mobile Access

Send your team the mobile app link so they can get connected immediately.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Set a recurring weekly task reminder to check your dashboard

Add your first team member with their info, email, and role

Share the mobile app link with your team once they're added

⚡ Tips

Don't forget to add their email and roles when you add a new user, both matter.
Take the Managing My CRM course with your staff so they ramp up faster.
Once added, your team sets up their own profile, availability, and calendar, you don't have to do it for them.
Share the mobile app link right away so your team can get connected without delay.
Pace yourself. Take each feature course as you need it, not all at once, to become an expert gradually.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

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Where do you go to start adding a new team member?

The two access levels you can assign a team member are Admin or ____.

True or false: once a team member is added, they set up their own profile, availability, and calendar.

Your dashboard gives you ____ insights into performance and engagement.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

👋 New Team Member Welcome Message

You are a team communications consultant helping me write a short welcome message to send a new team member once their account is set up. My context: - Their role and what I most need them to start doing: [insert] Give me: - A short welcome message explaining what they now have access to - 2-3 first things they should do when they log in - Who to contact if they get stuck Finish by asking me: "Do you want a shorter version to send by text instead of email? Tell me and I will condense it.".

🗓️ Weekly Check-In Routine Planner

You are a productivity consultant helping me build a simple weekly routine for checking my dashboard and staying on top of my CRM. My context: - How much time I can realistically set aside each week for this: [insert] - Whether I have a team helping me manage leads, or I'm doing this solo: [insert] Give me: - A short weekly checklist covering dashboard, conversations, and opportunities - One thing to look for that would tell me something needs my attention - A simple way to track this so it actually becomes a habit Finish by asking me: "What day of the week works best for you to do this check-in? Tell me and I will help you set the reminder.".

Your team's on the way in, and your dashboard is starting to fill up. One more lesson to go, let's wrap up your onboarding journey.