Team and agency work
How to collaborate with your team and manage your clients
By Oleg and 1 other2 authors7 articles
- Working together as a teamHow to share campaigns with your team and comment on their behalf
- How to manage campaigns for customers as an agencySet up workspace to comment on their behalf
- Skip prospects in teammates' campaignsAvoid conflicts over lead ownership
- Campaign ownership and how to transfer campaignsWhose account posts the comments?
- How to remove a user from the teamWhat happens when you remove a teammate
- How to leave the teamWhat if you no longer want to be a part of the team
- How prospects and connections work in shared and team campaignsWhy a teammate's leads stay in their campaign when you add them, and why the Connection column can show requests you didn't send.