Efficiently manage your team in Lead Scout by adding team members to collaborate and streamline your scouting efforts. Here's how to do it.
Adding a Team Member
Access your Team settings:
Start by logging into your Lead Scout account on mobile or web at https://platform.leadscoutapp.com
If you're on mobile - tap "Account" in the menu and then tap "Team" in the list of settings. On this screen you will be able to view all of your team members.
If you're on web - navigate to https://platform.leadscoutapp.com/team. On this page you will be able to view all of your team members.
Invite a New Team Member:
On the "Team" page, click "Invite" to add a new member.
Fill in the Details:
Enter the First Name, Last Name, and Email Address of the new team member.
Send the Invite:
Click "Send Invite" to email the invitation. The recipient can accept it and complete their account setup, including setting a password.
Adding team members in Lead Scout is quick and simple, enhancing collaboration and boosting productivity.
Managing Team Members
You can resend an invite. Click the 3 dots next to the invited team members name and select "Resend Invite".
You can resend an invite to an email that's already been invited or deleted. You can use this to revise the name and phone information or revive the user's account after deletion. Just click "+ Invite" and type in the updated information (and the same email that was previously invited) and the invite will send successfully and update the account information.
Transfer ownership to another team member Owners can transfer ownership to another team member. Click the 3 dots next to the invited team members name and select "Transfer Ownership".
Need more help? Contact support@leadscoutapp.com