Working with a Team | PersistIQ Knowledge Base

Working with a Team

sending on behalf, adding user, etc

+1

10 articles in this collection
Written by Pouyan Salehi, Cyrus Karbassiyoon, Pete and 1 other

User Roles

Admin VS Member roles

Written by Lisa Vayvalako
Updated over a week ago

How do I activate/ deactivate users on my account?

Written by Pouyan Salehi
Updated over a week ago

How do I remove a user from my account?

Written by Cyrus Karbassiyoon
Updated over a week ago

How do I change prospect owners?

Learn how to re-assign or change prospect owners in PersistIQ, either individually or in bulk.

Written by Pete
Updated over a week ago

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

Written by Pouyan Salehi
Updated over a week ago

How do I add a new user to my account?

Written by Pouyan Salehi
Updated over a week ago

Reassigning the Campaign to a New User

Change the owner of the campaign

Written by Lisa Vayvalako
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 Lisa Vayvalako
Updated over a week ago

How can I share campaigns and templates across my team?

Duplicating assets for your team to use as copies.

Written by Pouyan Salehi
Updated over a week ago

How do I change prospects owner?

Written by Pouyan Salehi
Updated over a week ago