A CRM seat allows your team to send emails, create opportunities, and view CRM reports.
ChartMogul comes with three free CRM seats. To increase the number of seats, purchase a ChartMogul subscription and upgrade to CRM Pro.
When using ChartMogul CRM with a free seat, ChartMogul adds “Sent from ChartMogul” to emails sent using the app interface. To remove this, upgrade to CRM Pro.
Here’s what we cover in this article:
Before you begin
- Confirm your business is tracking leads and adding contacts.
- Ensure team members who conduct sales activities are Admin or Staff users.
Managing CRM seats
You’ll need to be an Owner or Admin to manage CRM seats for other users.
Assigning
To assign a seat and grant a user CRM permissions, navigate to Profile > Admin > Users, and click the CRM Seat toggle to On for the relevant user.
Deallocating
To remove a user’s seat, navigate to Profile > Admin > Users, and click the CRM Seat toggle to Off for the relevant user.
ChartMogul revokes the user’s CRM permissions and they cannot be assigned new opportunities. However, their opportunity and email history is retained and they can continue working existing opportunities.
Adding CRM seats
You’ll need to have a ChartMogul subscription and be the account Owner to purchase CRM seats.
Upgrading to CRM Pro
To assign seats to more than three users, upgrade to CRM Pro:
- Navigate to Profile > Billing > Billing.
- Click UPGRADE TO CRM PRO.
- Enter the number of seats (minimum three) in the Number of seats field.
- Click CONFIRM ADD-ON PURCHASE.
ChartMogul upgrades existing seats and gives you the option to remove “Sent from ChartMogul CRM” in emails.
Adjusting CRM Pro seats
After upgrading to CRM Pro, you may need to adjust the number of paid seats:
- Navigate to Profile > Billing > Billing.
- Click Adjust CRM seats.
- Update the number of seats in the Number of seats field.
- Click CONFIRM ADD-ON PURCHASE.
Next Steps
Review the default pipelines ChartMogul creates to see if they’ll fit the needs of your business.