Help Center › Teams & Users

👥 Teams & Users

Team management, roles, permissions, and invites.

Adding Users & Sending Password Setup Links
Create a user for any organization and either set their password yourself or email them a secure setup link.
Creating & Managing Teams
Organize your sales force into teams with shared or individual lead lists.
Inviting Team Members
Step-by-step guide to inviting team members and setting up their accounts.
Low Lead Alerts
Get told when a rep is running out of leads, before it shows up as a bad week in the numbers.
Team Roles & Belonging to Multiple Teams
Somebody can manage one team and simply be a member of another. Roles are set per team.
User Roles & Permissions
Understanding Owner, Admin, Manager, and Member roles.