An invitation can be obtained in several ways:
- When you have a meeting with employees of a certain company, they can send you an invitation. The invitation will be send to your app and open a new chat conversion.
- You can contact a company on their website and enter your information in a contact form. Then you’ll receive an invitation in the app or by e-mail and can continue your conversation here. Look for the Includit-logo on website contact forms.
As an employee
A colleague is already using the app and has created a company. After your colleague creates you as an employee, you’ll receive and invitation and can start communicating with contacts and coworkers.
Create new company
Go to the Includit Portal and select Enroll.
You’ll see several new menu items. Click ‘Company Settings’, fill-in your company details and upload your logo.
You are now ready to add Customers, Suppliers and Contacts.
– Open the Workflow tab and locate Customers.
– Click New and add customer details.
– Click Save.
Then click the Contacts menu line and add one or more contact persons.
You can now click the Invite menu and send out invitations.