Quick start
teams
Teams Quick Start
Create a team, invite members, and collaborate.
Quick Steps
- 1 Go to your Dashboard and click the Teams card
- 2 Click "+ Create Team" and enter a team name
- 3 Click "Invite Member" and enter their email address
- 4 Choose their role: Member (standard access) or Admin (can manage team)
- 5 They will receive an invite link to accept and join
Teams
Teams let you collaborate with others on CRM, projects, and more. Each team is an isolated workspace — data from one team is never visible to another.
Team Roles
- Owner — Created the team, manages billing and settings
- Admin — Can invite/remove members
- Member — Standard access to team features
Multi-Team Support
You can belong to multiple teams. Use the team switcher to change which team context you are working in. Each team has its own CRM data, clients, and settings.
Team Context
Click "Use This Team" to switch your active context. CRM and other team-aware features will show only that team's data.