How to add users to Team?

If there are more people in your company that deal with prospecting and cold outreach, you can add additional users to your single, main Woodpecker account. When connected together, the prospect database is shared by all team members, and you can switch between " My view" and " Team view" to filter your own data or display all.

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)!

Please bear in mind that  additional users are charged extra (as Seats), according to your pricing plan (6). Check out the related articles below to learn how it works.

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