Managing ChartMogul CRM seats

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

Managing CRM seats

You’ll need to be an Owner or Admin to manage CRM seats for other users:

Assigning

ChartMogul requires at least one Owner or Admin have a CRM seat. To assign the only CRM seat to another user, ensure their user role is Admin.

To assign a seat and grant a user CRM permissions, navigate to Admin > Users, and click the CRM Seat toggle to On for the relevant user.

Users_table_2023_seat.png

Deallocating

To remove a user’s seat, navigate to 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:

  1. Navigate to Admin > Billing.
  2. Click UPGRADE TO CRM PRO.
  3. Enter the number of seats (minimum three) in the Number of seats field.
  4. 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:

  1. Navigate to Admin > Billing.
  2. Click Adjust CRM seats.
  3. Update the number of seats in the Number of seats field.
  4. Click CONFIRM ADD-ON PURCHASE.

Next Steps

Review the default pipelines ChartMogul creates to see if they’ll fit the needs of your business.

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