Shared guide

How to use the People column

Step-by-step guide covering: Click the CRM option; Click the 'Click here' link; Click the People option; Click to Edit People.

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Step-by-step Guide13 steps

  1. Click the CRM option

    Selecting the CRM option will direct you to the Customer Relationship Management section, where you can manage leads and engage with your clients.

    Click the CRM option
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  2. Click the 'Click here' link

    This action will redirect you to a related section where you can find additional options for managing your CRM tasks.

    Click the 'Click here' link
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  3. Click the People option

    Selecting the People option allows you to add a column for tracking individuals associated with your items in the CRM workspace.

    Click the People option
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  4. Click to Edit People

    Clicking this option allows you to edit the details of the People listed in your CRM. This may include updating contact information or modifying other attributes related to each individual.

    Click to Edit People
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  5. Press a

  6. Type in the Collaborators field

    Enter 'Collaborators' in the designated input field to specify team members for this item. This will help identify contributors associated with the selected task or project.

    Type in the Collaborators field
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  7. Click the New Item button

    Clicking this button allows you to add a new item to your CRM, enabling you to manage your leads and tasks effectively.

    Click the New Item button
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  8. Click Jane D

    This action selects the contact 'Jane D' from the suggested options. You can then assign tasks or manage interactions related to this contact within your CRM.

    Click Jane D
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  9. Click here to add a new item

    This action opens a prompt where you can enter details for a new item in the CRM.

    Click here to add a new item
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  10. Click the 'Invite a new member by email' option

    This action opens a prompt to send an invitation via email to a new member, allowing you to expand your team in the CRM.

    Click the 'Invite a new member by email' option
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  11. Click Type in the email address to invite

    Enter the email address of the person you wish to invite to your workspace. Once you've entered the email, you can proceed to send the invitation.

    Click Type in the email address to invite
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  12. Type your email address for invitation

    Enter the email address of the person you wish to invite in the provided field. This action will allow you to send an invitation for collaboration within the CRM.

    Type your email address for invitation
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  13. Click the Invite new member button

    This action opens a dialog where you can enter the email address of the new member to invite. Upon confirming, an invitation will be sent to the specified email.

    Click the Invite new member button
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