sheepCRM

Plain-English explanations of common sheepCRM membership terms, settings and options, including what they mean and how they work.

Membership: Glossary & Common Terms

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Question	Answer	More Help
What is Prompt for interests?	Prompt for interests is a setting on a membership plan. When enabled, people joining that membership are shown the interests that you configured in Settings on the thank-you page of the join workflow. The interests they select are saved against their contact record.