Working with a Team
sending on behalf, adding user, etc
9 articles
Written by Nick Steeves

User Roles
Admin VS Member roles
Written by Nick Steeves. Updated over a week ago
How do I activate/ deactivate users on my account?

Written by Nick Steeves. Updated over a week ago
How do I restrict another user's access to their account?

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
Written by Nick Steeves. Updated over a week ago
How can I view all of the users on my account?

Written by Nick Steeves. Updated over a week ago
How do I add a new user to my account?

Written by Nick Steeves. Updated over a week ago
Reassigning the Campaign to a New User
Change the owner of the campaign
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
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
Written by Nick Steeves. Updated over a week ago