Session 7 — Team tools (admin)

Goal: Know where team setup lives. (Skip if your role is agent-only.)

Full checklist: Team onboarding checklist.

1. Open Admin from your avatar menu (not the main nav).
2. Teams — open the member directory; invite a teammate with + Add users (Invites under More is a shortcut).
3. Email Templates — open or create a simple email with {{first_name}}.
4. Use that template from a person composer, then mark Use a message template on My Day.
5. Skim Lead Flow and Action Plans so you know where routing and nurture live.
6. Skim Import (CSV) and API Keys / Channels under More ▾ so you know how leads can enter the system.
7. Open Reporting for a 7-day snapshot of the team.

You now have the core loop: sign in → My Day → person → activity → tasks/inbox → calendar/deals → admin when needed.

Return to the Product guide anytime for deeper page detail.