How to start adding your team

Invite your Team members to the Forefront. By using this tool, you may include your team members in ForeFront and collaborate with them to close more deals.

Check out the easy steps below


Step 1 – Go to Profile Settings

Select the User menu and click on Users to start adding team members.


Step 2 – Send the invite

You can input the email address and choose between Owner and User as the access level in the section on the left. After you have checked the data, select “Invite to Forefront.”


The deactivated users and the pending invitations will both be shown in the same area.


For any questions or concerns, feel free to reach out at [email protected]. We’re always happy to help!

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