Managing users on CRM

We are still in a trial for CRM and right now I’m the only user in the CRM according to the users admin. I have 2 questions:

  1. How can I invite an existing member on our account to view the CRM (to review the product and signoff on starting the subscription)?

  2. Not all of our company’s users will be using the CRM. Let’s say if we have 15 users on Work Management but only 3 people in sales need to use (and see leads on) the CRM, can we do this or do we have to pay for the same number of users in the CRM as on the Work Management product?


Hello @dawnwrites !

  1. You can have a different amount of users between the two products.

Hope this helps!

Giannis, Implementation Consultant at