How to invite users to CRM
Our integrated CRM feature helps you manage business development functions such as client intake, client scheduling, follow-up, and more, to convert leads to new clients.
NOTE: Only Rocket Matter Admins can enable Rocket Matter Legal CRM. Before inviting users to join you, you must enable the feature first.
Once the CRM is enabled, you may invite other Rocket Matter users.
To invite other users:
1. Navigate to 'Settings'.
2. Click 'Manage Users'.
3. Click on the desired user profile.
4. Toggle 'Allow access' to grant access to users. Be sure to designate a role, either 'Administrator' or 'User'.
5. Save your changes.
To learn how to use the CRM, click here.