Managing Account, Users and Teams
Learn how to set up and manage a team within LeadSimple.
By Jheanelle and 4 others5 authors30 articles
- How to Introduce New Users to LeadSimple
- Adding New Users
- Managing User Permissions for Pipelines & Processes
- Managing Multiple Teams
- User Permissions for Processes
- Deleting Users
- Can I limit other users' access to certain pipelines/settings?
- What does "Sorry, no other users can see this" mean and how do I change that?
- Using Enterprise Bank & Trust Credits to Pay for LeadSimple
- Which plan is right for me? / What is included on my current plan?
- How to change my billing plan?
- How do I change my CRM plan from monthly to annual billing or from annual to monthly billing?
- How Do I Change the Email Address Invoices are Sent to?
- How Do I Update The Card Used For Billing?
- How do I cancel my account?
- What to Do if Your Billed Units Are Higher Than Expected - AppFolio
- How to Merge Two LeadSimple Accounts