How to add users to Team
A shared prospect database ensures that you can all keep track of all prospects collectively, which adds another layer of security that prevents the team members from accidentally contacting the same people twice, creating duplicates, or running overlapping campaigns.
You will also be able to set up and send campaigns to your colleagues, with their email address as the sender.
How to add users to Team?
To add somebody to your Team, please follow these steps:
1. Navigate to Settings → TEAM (1).
2. Click New user (2).
3. Type the name and email of the user you want to invite (3).
4. You can choose if you want that person to have admin privileges (4):
- to be able to add and remove users from the team,
- modify settings in the account,
- use other connected mailboxes.
5. Don't forget to send the invitation email (5)!