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Working with Clients
Working with Clients

Learn how to add, manage and share access with Clients.

Sushant Shekhar avatar
Written by Sushant Shekhar
Updated over a month ago

Hey there πŸ‘‹πŸ»,

SalesBlink is built for cold outreach & appointment scheduling agencies.

You can create multiple workspaces for each client and whitelabel them.

Once that is done,

Add Client to Workspace

  1. Head over to Workspaces.

  2. Switch to the workspace where you wish to add clients.

  3. Head over to users and click on Add Users.
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  4. Enter the email address of client & select Permission "Client" then click Send Invite.

That's it! Now your client can accept the email invite to join the workspace.

Clients can access all sequence reports, email templates, email senders & lists so they are always in loop.

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