How do I invite reps to create a login account

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The best practice for creating a login account for your representatives is to send them an email invitation. There are several ways to accomplish this.

You can send a single invitation one rep at a time or take advantage of a template called “Create Login Account Invitation”. You could also create your own template and make sure to use the mail merge field, “Create Account Link”, so that each rep receives their personalized registration link.

  • Video: Invite a rep to create a login to the Member Information Center