How To Add Team Members Within Chime CRM Mobile App
Adding team members in the Chime CRM app grants you more control over your team while on the go. This article will explain how to add team members directly on the mobile app.
To start, launch your Chime CRM mobile app on your mobile device and tap the 'More' button on the bottom right.
Next, tap the top row called 'Team."
From the 'Team' page, tap the person icon in the top right side of your screen.
Next, fill in the appropriate information, including first name, last, name, email, phone number, and assign a role for the new member.
Tap 'Done' to submit the form.
Once the form is submitted, a message will display informing you that the new team member's invitation to join Chime is on the way. The team member will receive an email notification similar to this image:
The newly added team member will appear under 'Inactive Team Members' until the invitation is accepted.
If you wish to cancel the invitation, swipe left on the name of the pending team member and tap 'Delete.'
Please note: Adding a team member from the Chime mobile app will count towards one seat on your plan.