Allocating Credits to Team Members
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Select a Specific Group of Team Members
Select Individual Team Members
Allocating Credits to Team Members
By default, both standard and premium credits are set to No Limit, which creates a pool of monthly credits that are shared among team members. Depending on your workflow, as an Admin, you may want to change your company's credits settings from a shared pool to a monthly allocation for each team member.
Access Team Page
Step 1: Log into your LeadIQ account. On the left side of the page, click Team.
Select All Team Members
On the Team Members tab, you'll see a list of all team members displayed.
Step 2A: To select all team members, select the checkbox next to the Name column.
Select a Specific Group of Team Members
Step 2B: To select a specific group of team members, click the arrow next to the All Team Members dropdown menu and select the specific group.
Select Individual Team Members
Step 2C: To select an individual team member, under the Status column on the right of the page, click the kabob menu (three dots) and select Edit Credits.
Entering the Credits
Step 3: In the pop-up window, enter the monthly number of Standard and/or Premium credits you want to allocate to each team member. Click Update.
Please Note: Setting a credit limit to zero is the same as setting it to No Limit, which will create a pool of credits team members can share. Using a pool of credits may deplete your monthly credit allotment more quickly when team members have no limit on their individual credit usage each month.
If you have any questions about credits, you can reach out to the Support Team by clicking Submit a Request at the top right of this page.