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Add your sales team to the CRM

Updated 2026-07-13

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:

  • Salesperson — works their own deals, contacts and inbox. It's the role for most of the sales team.
  • Manager — sees the deals, contacts and inboxes of all salespeople. Useful for whoever supervises the team.
  • CRM Admin — full access: manages the list of salespeople, sees all inboxes and configures the module. Not a workspace admin: they can administer the CRM without touching the rest of the account.
Reserve CRM Admin for whoever configures the module (pipelines, sources, rules). The rest of the team usually manages fine with Salesperson.

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 directly about what you see on screen.