HubSpot is fun when you use it with a team.
So in this article, I am going to show you how you can add a new member to your team.
But first, let’s see why you might want to do that:
HubSpot is Efficient When You Use it With the Team
HubSpot is a great CRM tool for managing your business processes and customer relationships, especially since it has various features for multi-member teams that make it easier to collaborate.
Especially for sales teams, HubSpot makes it easy to collaborate and manage day-to-day tasks and customer relationships. You can assign contact owners who are responsible for engaging with them and attending to their needs and even create tasks with due dates for your team members to follow up with.
But, to do all these, you need team members in your Hubspot.
How exactly do you do that?
How to Add Users in HubSpot?
- Go to your main dashboard, then click on the gear (⚙) icon to bring up the Settings page.
- On the left sidebar, under “Account Setup” click on “Users and Teams”.
- Click on “Create User” on the upper side of the screen.
- You can invite 1 user at a time, or invite multiple through entering multiple email addresses or uploading a list of email addresses in .csv format.
And you’re done! Here’s a video walkthrough if the written instructions were unclear.
This tutorial was created by me ( 0 coding skills) If I can do it I am sure anyone else can create this tutorial with ease. If you are looking to smoothen your user onboarding experience you can try our no-code tool, UserGuiding!
UserGuiding helps companies to improve product adoption by designing interactive user onboarding flows.
Non-technical people can create step-by-step product walkthroughs, without any coding. UserGuiding also provides analytics to track the performance of the tours, segmentation to create more personalized experiences, NPS for capturing feedback, and onboarding checklists for a wholesome user onboarding experience.
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