Log into your account
From the menu, select Contractors
On the upper right-hand side, select Invite Contractor +
A side panel with the information needed to invite a contractor will pop up
Select Single Invite
Fill out the Company Name, Email Address, First Name, and Last Name
The contractor will receive an invitation to join the CRM via email
How do I invite a contractor to the CRM via Gateway?
Invite your contractors to the CRM to give them access to their CRM profile
Updated over 4 months ago