Select a topic:

Choose from one of the topics below to browse other articles

Articles & Information.

I have a colleague who also has a trial account – can we combine our contact data when we upgrade?

Last updated by Adrin Siripala on March 21, 2018 10:09

You certainly can have multiple users on one account. All you have to do when you are ready to combine is go to "My Account" and "User Administration" and click "Add New User", then fill out the relevant details. Then you will be working from the same account and using the same data, email campaigns, leads etc.

After the upgrade, you will have to export your colleagues data that they have input during the trial and import it into yours.