To add a sales rep, open Team, click Add Employee, and enter their name, email and a password. RoofSell emails them a verification link, and once they confirm it they can sign in with the email and password you set. Your plan is priced per company, so adding reps doesn't change your bill.
Add a sales rep in 5 steps
- Click Team in the left menu. Only the account owner sees this tab.
- Click Add Employee.
- Enter First Name, Last Name, Email and Password. All 4 are required. Pick a temporary password of at least 8 characters.
- Click Add Employee to save. The new rep appears under Team Members with a sales rep badge.
- Send the rep their password yourself, by text or in person. RoofSell's email only contains the verification link.
What the rep does next
The rep gets an email from RoofSell with a Verify Email Address button. Clicking it confirms the address and signs them in. After that, they sign in on the login page with their email and the password you set. They can't sign in before verifying.
Give the new rep some leads
A new rep starts with an empty Dashboard, because sales reps only see leads assigned to them. On your Dashboard, click Unassigned in the Active Rep column of a lead and pick the rep. Assigning leads to sales reps covers the details.
To remove a rep later, click the trash icon next to their name on the Team page and confirm. Managing your team has more on adding and removing people, and user roles explains what reps can and can't do.