Accept an invite and join a team
Someone's added you to their TradeCRM. It takes a minute to get set up.
Open the invite email from TradeCRM and click the link.
Choose a password for your own login.
You're in. You'll see your team's leads, customers and quotes straight away.
Careful
Invite links work for 7 days. If yours has run out, ask the person who invited you to press Resend on the Team page.
Good to know
Use the same email address the invite was sent to. Each invite only works for that address.
If you were given Day-to-day access, you won't see Settings or billing. That's normal. Next, try Add TradeCRM to your phone's home screen.
Still stuck?
If this didn't solve it, tell us what you're trying to do and we'll help.