As you expand your sales outreach, you might want to add new users and form a team in Klenty.

Forming a team in Klenty allows you to share prospects, cadences, templates, reports, and other data with your team members.

To Add a New Seat -

Head to Settings > Team > Give a Team Name. This Team Name will now be designated to your company's Klenty instance.

After giving your Team Name, provide the email address of your team member that you'd like to add to Klenty.

Finally, hit "Invite".

Your team member will now receive an email from Klenty asking him to sign up. That will add them to your team in Klenty.

PS: If case your team member doesn't receive an email from us, they can sign up directly with the email address you added in Klenty. They will be automatically added to your team as they register with Klenty.

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