Invite teammates
Invite colleagues by email during onboarding or from People settings.
Overview
Inviting teammates shares contacts, accounts, signals, and research context across your firm. You can invite during onboarding (Skip for now is fine) or anytime from Settings → Organization → People or Invite and manage members in the workspace menu.
When to use this
- A Revenue seat champion proved value and principals want visibility.
- Marketing and BD need a shared contact graph and event shortlists.
- You are past the Free 5-member cap and need Team seats.
Steps
Open Settings → Organization → People, or choose Invite and manage members from the workspace sidebar menu.
Enter one or more email addresses—separate with commas, semicolons, or new lines.
Pick a default role for the batch (onboarding invites use Member; change roles later).
Send invites. Each person receives a secure link to join your workspace.
After they join, assign seat types (Core / Network / Revenue) so pursuit features match their job.
During onboarding
On the Invite teammates step:
- Paste emails or Skip for now
- Invites send serially with the Member role
- Profile completion (
onboardingCompleted) runs after Continue or Skip—if it fails, you remain on this step to retry
After sign-up, onboarding covers workspace name, a starter action (network, pipeline, or project work), and this invite step. See Create your account and Reach first value.
Each teammate who joins during an active Team trial adds 7 bonus trial days (up to 6 extensions). See Upgrade and trial.