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Why create a team?

Manage subscriptions, email credits, lead lists, and shared pipeline templates — discover everything Team Mode has to offer.

Updated over a month ago

Centralize subscriptions, share credits, collaborate on lead exports and sync your pipelines: Team Mode makes Kanbox more powerful together.

🧑‍💼 Centralized subscription management

Creating a team lets you manage all subscriptions from a single admin account (Team Owner).

✅ Here’s what you can do:

  • Purchase multiple seats (licenses) under one plan.

  • Invite other users to join your team.

  • Assign, revoke, or reassign seats at any time.

🔁 Pro tip: you can unassign a seat whenever you want and reallocate it to someone else. Great for agencies or rotating teams.


📤 Automatically share exported lists

Enable the team sharing option to make all LinkedIn lead exports (searches, post participants, event attendees) visible to every member.

👥 Benefits:

  • Smooth lead distribution across teammates.

  • Fewer duplicate imports.

  • Faster sourcing workflows.

⚠️ This option is disabled by default — activate it when you're ready to collaborate on shared lead bases.


🧩 Create shared pipeline templates for your team

Team managers can create and publish pipeline templates for everyone in the team.

📂 Use them to:

  • Standardize your sales or recruiting workflows.

  • Help new team members get up to speed.

  • Ensure everyone follows the same structure.

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