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How do I bulk invite contractors?

Invite your contractors to the CRM to give them access to their CRM profile

Updated over 4 months ago
  1. Log into your account

  2. From the menu, select Contractors

  3. On the upper right-hand side, select Invite Contractor +

  4. A side panel with the information needed to invite a contractor will pop up

  5. Select Bulk invite

  6. Upload a CSV file with the Company Name, Email Address, First Name, and Last Name of each contractor

  7. The contractors will receive an invitation to join the CRM via email

Only Super Admins and Branch Managers can send bulk invites at this time

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