Inviting your team
Edited
If you're an Account Manager, you can invite your team to Driftrock, allowing them to access their leads.
In the platform, navigate to Settings > Team Members.
Enter their email and select the 'Leads manager' access level. This will ensure they're only able to access lead records.
Once invited, edit their access levels to control which leads they can view. This is important if you're managing multiple retailer locations.
Select 'People access restrictions' and choose the locations you want the user to be able to view. In this example, the user would only be able to view leads assigned to them for Allen Motor Gravesend.
