How to Add SalesMail Users

How to Add SalesMail Users

We are always happy to set up new users for you, but Corporate and Admin users have the ability to add SalesMail users if they wish.

1. Log into the SalesMail Portal and click the Users menu item on the left. 
2. Enter the user’s Title, Name, and Email in the left panel. You can usually skip the Signature Details on the right—the location’s address and phone are filled in by default. If the user wants a different phone number on their SalesMails, enter it for them in the Phone field. or they can add it themselves after they log in.
3. Hit the 'Add User' button when you are ready.  An invitation email with their temporary password will be emailed to them right away.  If they don't see it, have them check their junk/spam folder. 
4.  Please inform your Client Success Specialist when you add users so we can be sure to get them trained!  

    • Related Articles

    • 🟦 Add your LinkedIn profile to your SalesMail videos

      You can now add a LinkedIn profile button to the bottom of your SalesMail videos—making it easy for viewers to connect with you! To add your profile using the portal from your computer (easiest option): 1. Log into the SalesMail portal, click the ...

    • How to add SalesMail Knock integration for SalesMail mobile app

      The SalesMail Knock integration for the SalesMail mobile app enables users to use the CRM tab in the SalesMail mobile app to search for a prospect and record a new SalesMail for them or send a favorite, automatically populates the prospect's contact ...

    • Need to add a new SalesMail user but don't know how?

      We've got you covered!  Just fill out this simple form and we will get the new SalesMail user set up for you:   https://www.salesmail.com/new-user#comp-jxnbims3 If you are an admin or corporate user and want to manage users on your own, do so in the ...

    • Achievements: SalesMail Leaderboard

      The SalesMail Leaderboards show how you stack up against your peers—inside your organization and across the entire platform—based on the past 90 days of activity. That’s right: the leaderboard never sits still. Since scores are tied to your most ...

    • SalesMail Certification Study Guide

      About SalesMail Certification SalesMail Certification confirms you are able to record and send SalesMail video messages and that you understand the basic functionality and important elements for success. If you recently attended a live SalesMail ...