Setting Up a Team Account

Add up to 5 team members per organization on all plans except Basic. Team members need credits transferred to them as the lead pool is not shared.

Step-by-Step Instructions

  1. Click your name in the top left menu

  2. Select "Add Team" from the dropdown

  3. Follow the on-screen instructions to complete setup

  4. Transfer credits to team members as needed through the Credits Management page

Important Notes

  • Maximum 5 team members per organization

  • Not available on Basic plans

  • Credits are not automatically shared

  • Team admin must manually transfer credits between members