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Setting Up a Team Account | LeadMagic

All collectionsAccount ManagementSetting Up a Team Account

Setting Up a Team Account

Add up to 5 team members per organization on all plans except Basic. Team members need credits transferred to them as the lead pool is not shared.

Step-by-Step Instructions

Click your name in the top left menu
Select "Add Team" from the dropdown
Follow the on-screen instructions to complete setup
Transfer credits to team members as needed through the Credits Management page

Important Notes

Maximum 5 team members per organization
Not available on Basic plans
Credits are not automatically shared
Team admin must manually transfer credits between members

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