Account
Add someone to your team
An assistant, a partner or a colleague who also gets your leads.
Add them
- Open Settings → Team.
- Under Add someone, type their name and email. Leave Email them every lead too ticked if they should get the emails as well.
- Tap Send the invitation. They get an email with a link to choose their own password.
What they can do
- They sign in with their own email and password, see your leads, add notes and follow-ups, and get the phone alerts once they put the app on their phone.
- They cannot change the assistant, your plan or the team.
- Your plan includes one team member besides you. For more people, contact us.
Remove someone
- In Settings → Team, tap Remove next to their name. They are signed out straight away and stop getting your leads.
Still stuck? See all guides or contact us — a person reads every message.