In order to laser focus your time on the hottest leads in your database, you must first set up Convert for each user on your Curaytor platform. This article will help you to quickly and easily get set up to begin your "behavior based" prospecting.
1) Log in to your Curaytor platform
2) Go to the Accounts section via the NEW Navigation Bar
3) Select 'Edit' on the desired Account
4) Select 'Convert Settings'
5) Select the appropriate CRM Profile.
6) Choose 'Admin View' On Or Off.
7) Choose 'Convert Only' On Or Off.
8) Then Send Invitation via the "save" button in the upper right of the screen.
9) The Account holder then needs to accept the invitation via an email sent to the email address associated with their Curaytor platform account.
**Check Spam for these "invites to connect to Convert" -- if not found in Inbox.
Watch This Short Video (2:53)
*** Disclaimer: The NEW Curaytor Navigation Menu Bar
is not shown in the video below.
Related article: Can I purchase an additional Curaytor license?