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Working with a Team

Working with a Team

sending on behalf, adding user, etc

9 articles
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Written by Nick Steeves

User Roles

Admin VS Member roles
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Written by Nick Steeves. Updated over a week ago

How do I activate/ deactivate users on my account?

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Written by Nick Steeves. Updated over a week ago

How do I restrict another user's access to their account?

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Written by Nick Steeves. Updated over a week ago

How do I change prospect owners?

transfer prospects, change prospect owner, change ownership, assign prospects to another user
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Written by Nick Steeves. Updated over a week ago

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

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Written by Nick Steeves. Updated over a week ago

How do I add a new user to my account?

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Written by Nick Steeves. Updated over a week ago

Reassigning the Campaign to a New User

Change the owner of the campaign
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Written by Nick Steeves. Updated over a week ago

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

Send emails behalf of others in team
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Written by Nick Steeves. Updated over a week ago

How can I share campaigns and templates across my team?

duplicate campaigns/templates, clone or copy campaigns/templates
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Written by Nick Steeves. Updated over a week ago