Manual Add
Add members one at a time through the dashboard.
For quick additions, manually add members directly from your dashboard. Perfect for adding a few members at a time.
Adding a member
- Go to Members
- Click Add Member
- Fill in the member details
- Click Save
Required information
- Email - The member's email address
- Name - Contact name or business name
Optional information
- Phone number
- Company name
- Service categories
- Service locations
- Notes
Invitation email
After adding a member, they'll receive an invitation email to set up their LeadRoute account. You can resend the invitation if needed.