Team Management

Collaborate with your team by inviting members and assigning leads.

Team Plans

Inviting Team Members

1. Go to Settings → Team Management
2. Enter the email address of your new team member
3. Select their role (Admin, Member, or Viewer)
4. Click Invite

The invitee receives an email with a link to join your organization.

User Roles

Owner

• Full access to everything
• Manage billing and subscriptions
• Manage all team members
• View and edit all leads and data

Admin

• Manage team members (invite, remove, change roles)
• View and edit all leads and data
• Configure settings and automations
• Cannot manage billing

Member

• View and manage assigned leads
• Create new leads
• Use the pipeline and invoicing
• Cannot manage team or settings

Viewer

• Read-only access to all leads
• View reports and analytics
• Cannot create, edit, or delete anything

Managing Team Members

Change Role

1. Go to Settings → Team Management
2. Find the team member
3. Click the edit icon
4. Select new role
5. Click Save

Remove Member

1. Go to Settings → Team Management
2. Find the team member
3. Click the delete icon
4. Confirm removal

Note: Removed members lose access immediately. Any leads assigned to them should be reassigned.

Assigning Leads

Manual Assignment

1. Edit any lead
2. Select a team member from the Assignee dropdown
3. Save changes

Assignment Display

• Assigned leads show the team member's name on the card
• Filter pipeline by assignee (coming soon)

Pending Invitations

Track invitations that haven't been accepted:

1. Go to Settings → Team Management
2. View Pending Invitations section
3. Resend or cancel invitations as needed

Invitations expire after 7 days.

Best Practices

1. Start with Admin: Give trusted team members admin access
2. Use Viewers: Great for executives who need visibility
3. Assign leads: Ensure every lead has an owner
4. Review access: Periodically audit team member roles
5. Prompt removal: Remove members who leave immediately

Upgrading Your Plan

Need more team members?

1. Go to Settings → Billing & Subscription
2. Select a higher tier plan
3. Complete payment
4. Invite additional members

Downgrades apply at the end of the billing period.