People
Who is here
Section titled “Who is here”People, in the account box under this workspace, lists everyone in it, with their role and whether their mailbox is connected, and the invitations still waiting. Everybody can see the list; only the owner changes it.
- Owner — the business. Decides about money, connections and sending.
- Editor — makes content in every tab. Decides nothing about money, connections or sending.
- Seller — follows up the companies of the groups you give them: calls, visits, results. Reads everything else, changes nothing else.
Inviting someone
Section titled “Inviting someone”Invite someone takes their email and a role. A seller needs at least one group, so make a group in Customers first. They get a link by email; Send again sends a new link, and Withdraw cancels it. When the person opening the link is signed in as somebody else, Joogoos offers to sign them out and switch.
Seats cost nothing. What a seller’s groups send is paid from this workspace’s credit, as every letter is.
Groups, on a seller’s row, changes which groups they follow up. Remove takes them out of the workspace: their history stays, and their groups and their mailbox go back to the owner.
Whose mailbox each group writes from
Section titled “Whose mailbox each group writes from”Each group’s letters leave from the owner’s mailbox, unless the owner picks a seller of that group whose mailbox is connected. The letters then leave from it, signed by that seller, and replies land in their inbox, where they follow them up.
Related
Section titled “Related”- Customers: Finding your next customer: companies found or brought on a list, read and judged, and letters from your own mailbox that wait for your yes.
- Workspaces, export and closing: One workspace per business, taking everything with you, and closing a workspace.
- Overview: The first tab: your work for today and this week, your marketing review, what needs you, what waits for your yes, and what each of the other tabs does.