FAQs

1. Click your company’s name at the top of the navbar, and select Company Settings.
2. Click the Invite Team Member button.
3. Enter the new user’s email address, and select the desired Role.

• Admin: all permissions, including inviting new users and managing connections.
• Member: all permissions, but cannot invite new users.

4. The new user will receive an invitation via email to create an account.

Our logic detects buying group relationships when the following conditions are true:

1. There is at least one contact role added to the opportunity in the CRM.
2. Another contact either a) participates in an email thread, or b) joins a meeting with one of the contact roles defined in the CRM.
3. The shared email or meeting interaction happens while the opportunity is open, including 30 days before and after.