Teams Allow For Template And Content Sharing
Create teams based on which users will want to access which email templates and content (PDFs, presentations, other sales & marketing collateral).
Users & Permissions
- 1. Click "Add User to Account" to create a new user
- 2. Enter their email
- 3. Fill in their information on the following screen
- 4. Add users to teams (if any). If the team doesn't already exist, you can add them later by editing a user.
- 5. Note that time zone is important for email and task scheduling.