🧑‍🤝‍🧑Inviting Team Members

Overview

In ClosingDealz, team collaboration is a powerful feature available for users on the Standard Plan. This plan unlocks real-time team collaboration, allowing team members to work together seamlessly across workspaces, track performance, and share insights.

With the ability to invite team members, you can ensure everyone stays aligned while managing leads, deals, and other CRM activities. Administrators can assign specific permissions to team members, giving them tailored access to only what they need.

Permissions Overview

ClosingDealz provides detailed permission controls, allowing administrators to grant team members access only to the areas they need. Permissions are grouped into categories for flexibility.

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Permissions

1. Leads & Contacts

• Read Leads & Contacts: Allows users to view all leads and contacts.

• Edit/Create Leads & Contacts: Enables users to create, update, or delete leads and contacts.

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2. Deals & Pipeline

• Read Deals: Allows users to view all deals.

• Edit/Create Deals: Enables users to create, update, or delete deals.

• Edit Pipeline: Allows users to modify the sales pipeline structure and stages.

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3. Activities

• Read Activities: Grants access to view all activity logs.

• Edit/Create Activities: Enables users to create or update activities like meetings, tasks, or calls.

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4. Organization

• Create Workspaces: Allows users to create new workspaces for the organization.

• Edit Workspace Settings: Enables users to update settings for existing workspaces.

• Edit Team: Allows users to manage team members (invite, remove, or edit permissions).

• Read Team Analytics: Grants access to team performance and activity tracking.

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5. Lead Gen

• Read/Edit/Create Forms: Allows users to view, edit, and create lead generation forms.

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6. API

• Read API Keys: Enables users to view existing API keys.

• Create API Keys: Grants permission to generate new API keys.

• Delete API Keys: Allows users to delete unused or expired API keys.