How to Create a Team User?

Select Contacts #

Go to Contacts/Database and Create a User

Create a Team User #

In the Create User fill in the details, the main things that differentiate the Team User from the Sub-account is that the Team User is within the existing/current system while the Sub-account is in a new system and the package assigned to the Sub-account. For the Team User you just need to fill out the other details, Select the Current System and assign it a specific Role.

Scroll to Top

Custom solutions for your entire sales team

Let us show you how our accurate B2B company and contact data can help you reach the right decision makers and close more deals.

What can you expect?