When you're ready to invite your team members into your Receptive account, you'll want to tell them:
- What Receptive is
- Why it's so beneficial to them
- How to find & use it
- What they can expect
Fill out this guidelines template and share with your team so they know what your goals are with Receptive, what to add, how to add new items, and what each status means.
Share the Receptive guides for each team (sales, support, customer success, etc) with your teams as you invite them in.
Use our template for introducing your teams to Receptive here.
Invite your team in
Once you've prepped your team, use the instructions here to invite your team members in.