Hello, lemlister! 👋
Whether your goal is to increase sending volumes by adding more users to your team, assign different call tasks to your sales team while leads are 🔥, or manage multiple client accounts as an agency by having 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 of the dashboard and select Create a New Team.
You will be taken to the Cockpit section, where you can rename your team.
Once you’ve renamed your team, head over to the Plans and Billing section and choose the plan for your team.
❗️Please note that all users within one team have to be on the same plan!
Once you’ve selected the plan and the number of seats (each new user requires their own seat/subscription), you can invite users to join your team.
The invitation will be sent to the email address associated with the new user's lemlist account (the email address they used to sign up).
If they already have a lemlist account, they will find the invitation in the Notification Center on lemlist.
If they don’t have an account, they will receive an email invitation to create one and accept your invitation.
❗️Important Detail: To use lemlist, ensure that you have activated the seat for your account.
To activate a seat, navigate to the Dashboard, click on your account image, and go to Cockpit.
Then select Manage Teams, locate the account for which you want to enable the seat, and simply toggle it on.
For more information about seat access, explore our article:
Understanding Our Seat System 💺
💡 Please Keep in Mind:
lemlist is collaborative, which means that every user can see and manage all campaigns and leads. You can control everything from one user account. Learn more about team roles here.
You can create a team and add users, but all users within a team must have the same plan.
You can also check our related articles:
Enjoy!