How to assign a lead to AI assistant using Email CC feature
CC the appropriate assistant when sending the quotation or proposal email to your prospect/lead for the assistant to followup.
As an org admin you would be able to invite other users from your organization. Invited user will receive an email with one time password which he can use to login and would have to change the password on first login.
Organisation->Org Users to see a list of users in your Organization.
You would be able invite other users to the org from here. As well resend the invitation email if the one-time temporary password is no more valid, it expires in 24 hrs.
Org Admin have below extra functionalities above a normal user:
When users leave your organization, you would be able to remove those users from 7Targets too.
Go the Org Users page (
Organisation->Org Users), select the user you would want to remove. The leads of user being removed would have to assigned to the other user from your org, which you would have to select while removing the user.