Set Up: Join a Team

Congratulations, you've been invited to join a team in GroupTrack! Follow this video or the steps below to get joined to your new team:

https://www.loom.com/share/cdbb9cf5da054419a588115e312cbe0a

Instructions:

1. You should have received an email from the account owner with an invite code, which you can either join by clicking the link included in the email or type in manually at app.grouptrackcrm.com

2. To enter the code manually, go to app.grouptrackcrm.com and click the "Joining a Team" option below the login button

3. Type in your name, email, and password as instructed and then click Next:

4. Once signed in, visit the Team Page at https://app.grouptrackcrm.com/team and click "Accept Team Invite"

5. Type in the invite code from the email you received and click OK.

6. Once you have accepted the invite and joined the team, you will need to switch your current active team to the new team you have just joined. Click the dropdown in the top right corner of the Team Page, select your new team, and then click Update:

7. With your new team selected as your current team, you can begin working within that team's account.

Troubleshooting Tip: If you have joined a team and switched to it as your current team but are unable to see contacts or pipelines within that team, please reach out to your account owner to ensure they have granted you permissions to the pipelines they want you to be accessing.