Team

Invite your team

Invite a coworker by email and pick a role for them. They receive an invite email with a link to join your account.

If the invite email cannot be delivered, copy the invite link and send it to them yourself. The link works the same way.

Pending invitations can be revoked at any time before they are used. Once someone joins, you can change their role or remove them from the account if you have the rights to manage members.

Roles

Every member has one of two roles:

• Member works leads, contacts, and the daily workflow.
• Admin manages the account: members, settings, and configuration.

Members with manage rights can change other members' roles and remove members. Use Admin sparingly and give it to people who genuinely need to manage the account.

Lead distribution

As the account owner, you choose how new leads are distributed to your team. There are two modes:

• Shared workspace. Every member sees and works every lead. This fits small teams where everyone helps everyone.
• Individual. New leads are assigned to team members per pipeline, so each person works their own leads.

With individual assignment you pick a rotation strategy per pipeline:

• Even rotation. Each new lead goes to the next member in line, so everyone gets the same number.
• Weighted rotation. Each member gets a share you set between 1 and 100, so some members receive more leads than others.

Save your choice per pipeline. You can run one pipeline as a shared workspace and another with individual assignment.

Seats

The Plan Seats card shows how many seats your plan includes and how many are in use. Each team member takes one seat.

Team access depends on your plan including Team Collaboration and having more than one seat. If your plan has a single seat, upgrade or change plans before inviting your team.