How To Add A User To Your ProspectFlow Account

How To Add A User To Your ProspectFlow Account

Adding your team to your ProspectFlow account will make collaboration and management of leads a breeze. This guide will show you how to add additional users.

1. Log in to ProspectFlow.
2. Navigate to "Settings".
3. Click "My Staff".
4. Select "Add Employee"
5. Under "User Info", fill out the following information:
   • First Name
   • Last Name
   • Email
   • Phone Number
   • Password
6. Under "User Roles" select either "User" or "Admin"
7. Click "Save" and you're done! 

The invited user should receive an email with their login details attached. 

This email can sometimes land in spam folders, so consider sharing their login details directly via your preferred communication channel as well.

When they log in for the first time they will need to configure their 'Profile', which can be found in 'Settings'.

This is also a good opportunity for them to change their password to something more memorable/secure if they want to.