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Creating users

Everything you need to know setting up your app users and colleagues

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Creating users

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Administrate app users

Create app accounts for your colleagues and let them in on easy opportunity registration using VivoLead. Log into your admin account, select users and begin. You can also invite, deactivate and send reminders to activate on your admin account.

Log in on the VivoLead web interface and navigate to:
User

  • select + icon
  • inserts user’s full name
  • insert user’s email address
  • create user password of minimum 8 characters
  • click checkmark

Colleagues

In here you can add all your colleagues and partners with whom you would like to share any outgoing email from the mobile app.

Log in on the VivoLead web interface and navigate to:
App Settings > COLLEAGUES

  • select new
  • inserts full name of colleague
  • insert email address of colleague
  • click checkmark

Mail templates

Opportunities & activities

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