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Add your sales team to the CRM

Updated 2026-09-24

In two lines: first add the person as a member of the account (Settings > Members); then, in CRM > Settings > Team, you give them their CRM role. Each salesperson then connects their own email, calendar and booking page.

Why do I first have to add them as a member?

The CRM works on the people who are already part of the account. You can't assign leads or grant CRM access to someone who isn't on the team.

  • Go to Settings > Members and invite the person to the account (they get an invitation by email).
  • Once they accept and are a member, you can give them a role within the CRM.
If you don't see someone when assigning them leads or a CRM role, it's almost always because they aren't a member of the account yet. That's the prior step.

What role do I give them within the CRM?

In CRM > Settings > Team you see the members and assign them their role. There are three, from smallest to largest scope:

  • Sales rep — edits their own deals, contacts and prospects (plus the unassigned ones) and creates their own sequences and labels. It's the role for most of the sales team.
  • Manager — sees and edits the deals and contacts of all sales reps (and their inboxes, according to each one's Mailbox privacy), and handles the day-to-day settings: quotes, sequence rulesets and schedules, and the receivers and sales reps of each WhatsApp line. Useful for whoever supervises the team.
  • CRM Admin — full access: manages the list of sales reps and Sales rep scope, sees all inboxes and configures the module. Not a workspace admin: they can administer the CRM without touching the rest of the account.

Until you turn on Sales rep scope —the block at the top of this same screen, with the Sales reps only see their own switch—, everyone sees every deal, contact, prospect and conversation: the role limits what each person edits, not what they see. What each role sees and does, in detail: CRM roles and permissions: what each sales rep can see and do.

Reserve CRM Admin for whoever configures the module (pipelines, sources, rules) and Manager for whoever supervises the team. Everyone else usually manages fine with Sales rep.

How does each salesperson connect their channels?

Email, calendar and booking page are personal: each salesperson connects their own, they aren't shared. From CRM > Settings > Team, in their Personal integrations, each person connects:

This way each salesperson works from their own identity and their real agenda, without stepping on anyone else's.

How do I make leads reach them automatically?

Once the team is loaded, you can distribute leads automatically by rotation, capacity, territory or source, so each inquiry comes in already with an owner. How to configure it: From prospect to close: how your CRM works.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.