Working with a Team

sending on behalf, adding user, etc

10 articles in this collection
Written by Daniel Ahmadizadeh and Brian Labay

User Roles

Admin VS Member roles

Written by Daniel Ahmadizadeh
Updated over a week ago

How do I activate/ deactivate users on my account?

Written by Daniel Ahmadizadeh
Updated over a week ago

How do I remove a user from my account?

Written by Daniel Ahmadizadeh
Updated over a week ago

How do I change prospect owners?

transfer prospects, change prospect owner, change ownership, assign prospects to another user

Written by Daniel Ahmadizadeh
Updated over a week ago

How can I view all of the users on my account?

Written by Daniel Ahmadizadeh
Updated over a week ago

How do I add a new user to my account?

Written by Daniel Ahmadizadeh
Updated over a week ago

Reassigning the Campaign to a New User

Change the owner of the campaign

Written by Daniel Ahmadizadeh
Updated over a week ago

How can I send emails on behalf of others in my team?

Send emails behalf of others in team

Written by Brian Labay
Updated over a week ago

How can I share campaigns and templates across my team?

duplicate campaigns/templates, clone or copy campaigns/templates

Written by Daniel Ahmadizadeh
Updated over a week ago

How do I change prospects owner?

Written by Daniel Ahmadizadeh
Updated over a week ago