Creating A Team

 

If you have a SalesForce Team subscription, you are able to create a team for you and other members of your organization. 

1. Once you have installed the ContactMonkey sidebar, go to your dashboard, by clicking on the graph i         icon. It can also be accessed by clicking here .

From there you should see different tabs with various options to manage your subscription, view stats etc. Click on the "My Team Stats" button. If you haven't updated your subscription, the following button will appear. To upgrade and use this feature for your team, click "Manage my Subscription" and add a payment method. 

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If you have an existing Salesforce Team Annual subscription, the following button will appear:

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2. Once you click on it, you should see your remaining and total license on the right hand side. To add team members and team leaders, click on the desired option: either "Add a Member" or "Add a Leader".

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Before proceeding:

Make sure both team leaders and members have created and account and installed the ContactMonkey sidebar. Once they are added to your team, their subscription will change from a trial to a Team license.

3. From there a pop up window will appear. 

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Add your users email, refresh the page and they should be a part of your team!

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