Team Member Management

Invite Team Members

To invite team members to Sonar, open the Menu bar and select the **Team Members** tab.

At the top of the section, enter the team member's full email address and click on the Invite button.


Conversation Collision Avoidance

Real-time notifications when a salesperson is currently responding to a lead so two members of your team don’t respond to the same person. Assignment and claiming features also allow your team to have designated routing to specific sales reps, seniority levels, or business units.

Roles And Permissions In Sonar

The Custom Roles & Permissions feature helps our Enterprise partners control access for different types of users in their team or organization. With Custom Roles & Permissions, you are now able to grant or restrict functionality based on your team members’ specific needs.

For more information, check out our Custom Roles & Permissions page.