How do I add users? (video & article)
With SumoQuote, you can leverage the experience and best practices of your entire sales team easily. With shared documents, shared templates, and the ability to learn from each other's quotes, your competition won't stand a chance.
Watch the video below to learn how to invite team members and share resources with each other.
Step 1) Click on 'configuration'
Step 2) Click on 'team'
Step 3) Click 'add user'
Step 4) Fill in new user's information
Step 5) Select 'admin' if you wish to gra...