Team-based Campaign Management

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Independent campaigns

Each team member runs their own campaigns independently. Campaigns are not shared between members. Each person’s campaigns are private to their account.

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Credit allocation

When a member places a call, it draws from their personal credit allotment (set by the owner). If a member exhausts their allotment before the billing cycle resets, they cannot place more calls until:

• The owner increases their allotment, or
• The owner transfers more credits to them, or
• The billing cycle resets

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Filter campaigns by member

Team owners see the whole team’s campaigns on the Campaigns page, under Outbound Campaigns in the sidebar. A Filter by: dropdown narrows the view to one member, all team members, or just your own resources. The same filter appears on follow-ups. This gives the owner visibility into activity levels, credit consumption, and results across the team.

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Campaign visibility

Members can only see their own campaigns. They do not have access to other members’ campaigns, contacts, transcripts, or results.

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Shared resources

The following resources are shared across the team: