How do I create a new client team in my Agency account?
How to create a new client team:
- Click on your Team Name in the upper right corner of your Mailshake account
- Click Create New Team
- Type in your Team Name and click Create Team
If you'd like to have some teams on Email Outreach Agency and some on Sales Engagement Agency, you'll need to sign up for a separate Agency Account and chose the other plan type. These will be separate accounts and have separate billing
For example:
Client Group Pink Account |
Client Group Blue Account | |
Email Outreach Agency Plan | Sales Engagement Agency Plan | |
Client Team A Client Team C Client Team E |
Client Team B Client Team D |
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