Account
· 1 minute read
Invite your team
Give everyone who follows up on leads their own login. There are no per seat fees.
Send invites
Go to Settings, then Team, and enter each person's work email. They get a sign in link that expires after seven days.
Roles
Admins can change settings, integrations and billing. Members can see conversations and briefs and add notes. You can change anyone's role at any time.