Managing Account, Users and Teams
Learn how to set up and manage a team within LeadSimple.
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