Here’s how to quickly add team members to your Sell Convert Clean account. Use this to assign the right roles and give your staff access to leads, quotes, and tools based on their job.

👥 Add a Team Member

1. Make sure you're logged in as an Admin.

2. Go to the menu, then select My Account → Team Member.

3. Enter the email address of the person you want to invite.

4. Choose their role:

   • Manager: Access to everything except widget setup & service areas. Can send quotes, manage services, and use marketing tools.

   • Sales: Can only send quotes, no access to other features.

5. Click “Add Member.”

✉️ Email Verification & Access

6. The new member gets an email invite to verify their account.

7. After verifying, they can set a password and log in to start using the system.

Note: Both Managers and Sales roles will receive all leads, quotes, and submissions.