Help Centre › Plans, team & account

Add your team

Give each person their own login and choose what they can see.

① Add member ② Choose what each person can see.
① Add member ② Choose what each person can see.
  1. Team → Add memberEnter their name and email. They get their login by email.
  2. Choose permissionsWhat they can see and do — inbox only, leads, automation…
  3. Share leads automaticallyNew leads can be assigned to the team in turns.

Open Team ↗

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