Working with a Team

sending on behalf, adding user, etc

10 articles in this collection
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

How do I change prospects owner?

Written by Nick Steeves
Updated over a week ago