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Add Team Members

How to add team members

Megan Stasko avatar
Written by Megan Stasko
Updated over a week ago

Add your team members to AgencyZoom to track their activity and manage their goals. Team members will be able to add and track their leads, utilize automation, identify cross-sale opportunities, etc.

How to Add a New Team Member

Step 1) Click on the "My Agency" icon on the left navigation panel

Step 2) From the list of options, click "+ Add Team Member"

Step 3) Enter team member name, contact info, role and permission level

Step 4) Click "Save"

***When a new member is added, they will receive an email with a link to activate their account

Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm EST, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)

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