Team Management
Invite people to your workspace and manage access.
Everyone you invite shares the same workspace, sees the same Accounts and Leads, and sees the same states. That shared view is what keeps a team from working the same Account twice.
Inviting people
Open team settings
Go to the team section of your account.
Send an invite
Enter the person's email. They get a link to join the workspace.
They accept and start working leads
Once in, they see every Product in the workspace and can work Accounts and push Leads.
Seats
The number of people you can invite depends on your plan. See Billing and Plans. If you need more seats than your plan allows, move up a plan or talk to us about Enterprise.
Working as a team
Invite people is step one. The thing that actually prevents collisions is everyone using Account states consistently. See Team Workflows.