Hello, lemlister! 👋
Whether your goal is to increase the sending volumes by adding more users in one team, being able to assign different call tasks to your sales team while the lead is 🔥, ooor you are an agency handling different accounts and you want to have a separate campaign page for each client, creating a team will make your life easier!
How to create your team?
Click on the name of your team in the bottom left corner and choose to create a new one
You will be taken to the cockpit section where you can rename your team
3. Once you have renamed your team, head over to the Plans and Billing section and choose the plan for that team
❗️Please note that all users within one team have to be on the same plan!
3. Once you chose the plan and how many seats you want (each new user needs to have a seat/subscription for themselves) you can invite the users to join your team
The invitation will be sent to the email under which new user have created lemlist account ( login email address)
If they already have an account, their invite will be found in the notification center on lemlist.
If they don't have an account, they will receive an email invitation to create one and proceed with accepting your invitation.
An important detail to highlight is ensuring that you have activated the seat on your account to be able to use lemlist.
You can do this by navigating from the dashboard and clicking on your account image
"Cockpit"
Then "Manage teams"
And then locate the account for which you want to enable the seat, and simply toggle it:
For further insights on seat access, feel free to explore our article:
💡 Please keep in mind:
👉 lemlist is collaborative which means that each user can see and control all campaigns and leads: you can control everything from one user. Here you can learn about different roles in the team.
👉 You can have a team and add users, but within one team all users must have the same package.
You can also check our related articles:
Enjoy!