Introduction
Inviting your contacts to collaborate on Perchwell can significantly enhance your workflow and communication. This guide outlines the process of sending an invitation to join Perchwell, allowing your contacts to access various collaborative features.
Step-by-Step Invitation Process
Step 1: Navigate to Contacts
Dashboard: Start on your Perchwell homepage.
Contacts Section: Go to 'Contacts' to manage your professional network.
Step 2: Add a New Contact
Add Contact: Click the 'Add Contact' button in the top right corner to open the new contact form
Step 3: Fill in Contact Details
Required Information: Enter the first name, last name, and email address of your new contact. Don't forget to scroll down and select whether you are inviting them or not, as this is also a required field.
Managing Invitations
Resending Invitations
If no response is received, you can resend an invitation by selecting the contact and clicking 'Resend Invitation'.
Permissions and Collaboration
Upon accepting the invitation, your contact will gain access to collaborate on the Dashboard, Search, Tags, Contacts, and Messages modules within Perchwell.
Onboarding New Contacts
It's beneficial to guide new users through Perchwell’s features to ensure they're comfortable with the tools available.
Troubleshooting Common Issues
If you encounter issues when inviting contacts:
Verify all required information is entered correctly.
Check the email address for typos.
Contact Perchwell support for unresolved issues.
Conclusion
Inviting contacts to Perchwell is a simple but powerful way to enhance real estate collaborations. Ensure your contacts are correctly set up to fully leverage the platform’s capabilities.
Need More Help?
For further assistance with invitations or any other features, our Perchwell support team is ready to assist you. Reach out for personalized support to make the most of your experience.