Add and invite your teammates to join CrossLead. Simply invite them to collaborate with you on a Plan or an Item. In order to add a colleague to CrossLead, you will just need their work email address.
First, navigate to an Item that you own, and find the Participants section on the right-hand side of the page. Next, click the Add Participant icon.
A pop-up will appear with a list of current Participants and a typeahead for adding new Participants.
To add a new user to your Project and to CrossLead, type their work email address into the text field. Once you have finished typing their email address, be sure to click “Add user (user's email address)” in the dropdown that appears. Click the "OK" button to close the pop-up and return to the project page.
Now that you've added the new user to the Item, you will need to activate their account. To do so, find their name in the Participants list in the same section on the right-hand side of the page. Click the action icon next to their name in the list, and then click "Activate User" in the dropdown.
Once you do so, they will receive an email inviting them to activate their account in CrossLead.