Add a New CRM User

Add a new user to the CRM in 3 quick steps.

1. Send an email to [email protected] to add an additional license to your subscription plan.

2. Once the license purchase is confirmed, go to Setup > Users and Control > Users in the CRM and click '+ New User'. Fill out the new user's details, including their first name, last name, email, role, and profile and click 'Save'.

3. The new user will receive an email inviting them to join The Mortgage Map CRM. They just need to click 'Accept Invite'! Here's what they need to get started with setting up their account: Quickstart Guide.

Click on the '+ New User' button on the Users page to add a new user.