How Can I Add Colleagues?

The platform allows you to invite an unlimited number of colleagues. To do this, follow these steps:

1. Log in to the platform.

2. Click on your name located in the top right-hand corner. This will open a dropdown menu.

3. From the dropdown menu, select 'My Team'.

4. Look for the 'Invite Member' option on the right-hand side and click on it.

5. A box will appear where you can enter the name and email address of the new user.

6. After entering the details, click 'Send Invite'.

7. This action will trigger an automated email to the new user, guiding them to create a password and log in.

Lead Insights is a limited access product and is available with Invite only access.