Additionally, admins can also add third-party collaborators such as vendors, freelancers, consultants, etc. with whom their employees most frequently collaborate.
- Go to the Settings tab.
- Under Bring anyone you work with to Freshconnect, click on Upload users.
Note: Currently, .csv is the only accepted file format.
- Once you’ve uploaded the file successfully, an email with instructions on how to get started with Freshconnect will be sent automatically to every person on the uploaded list.