Hi!
Are you unsure whether you should have just one team or several?
Not sure what the difference is? Need some examples of use cases?
Don’t worry, I’ve got you covered!
First, what is a team?
A team is created the moment you create your first lemlist account.
A team can contain 1 or several users.
In the screenshot below you can see one team, with several users:
Let's imagine that two options are offered to us:
Have 2 separate teams with 1 user in each of them.
Have 1 single team with 2 users in that same team.
What happens if I choose to have 2 separate teams with 1 user in each of them?
💡 Best use cases to choose that solution are:
You are an outbound agency and need to manage separate accounts on behalf of your clients.
You are an operational manager and need to separate accounts for different teams in your company (one for Sales and another for Marketing for example)
You are a single company but you need one team using the Standard Plan and the other the Pro plan but need to still be able to manage both accounts and switch easily from one team to the other.
👉 The Billing of each different team will be kept separate: Each team will have a separate invoice each month.
👉 The Data of each separate team will keep their data separate: Separate billing, separate campaigns, meaning it is impossible to share the list of leads for unsubscribes and duplicates.
What happens if I choose to have 1 single team with 2 users in that same team?
💡 The best use-case to choose this solution is: You're simply one company and you want to work as a single team, being able to share all your data within the same team account.
👉 Yes, even if you're using different domains (for example [email protected] and [email protected])
👉 Work with your teammates - You'll get to share your list of leads (for duplicates and unsubscribes) and have access to your colleagues' campaigns if you need to create or manage some on their behalf while they're away.
👉 You'll get a single bill, of course :)
You can discover how to create a team here.
That's it! ❤️