Is there a way my VA can use Group Leads without Logging to my Chrome?
Yes! Your VA can use Group Leads without needing access to your Chrome account. Here’s how:
Step 1: Install and Activate Group Leads
- Provide your VA with the license key for Group Leads.
- Have them install the Group Leads Chrome extension on their own Chrome browser.
Step 2: Grant Access to the Spreadsheet
To ensure member data is saved correctly, your VA must have permission to write on the Google Sheet. You can do this in two ways:
- Share the Google Sheet with their email:
- Open the Google Sheet.
- Click the "Share" button (top right).
- Enter your VA’s email and grant them Editor access.
- Make the spreadsheet public (optional):
- Click the "Share" button (top right).
- Set the access to "Anyone with the link" and grant editor permissions.
- Share the link with your VA.
Step 3: Ensure Proper Group Permissions
Grant your VA admin or moderator access so they can access the member request page and approve new group members.
Once set up, your VA can approve new members using Group Leads, and the data will automatically be recorded in the spreadsheet and your CRM. 🚀