Madsen, Amanda

A user team consists of "managers" and "users". A manager has access to the records (contact, opportunity, etc...) of the users on their team. For example, if you have multiple sales teams, you may...

Note: Click here if you want to delete (deactivate) a user.Go to Admin > Users. Select Inactive from the drop-down to quickly locate the user that you want to reactivate. Click the user name (link)...

It's not possible to delete user profiles, but you can deactivate them to remove access and free up the user profile for another user.Deactivate a user profileCancel a new user invitationFAQDeactiv...

New application users that are added to the app will receive an email invitation to set up an Keap user account. If you have not received the email within a few minutes, make sure to check your jun...

Go to Billing and Account Info in the main menu Your text message usage information is at the bottom of the page. Note that you get 250 free text message credits per billing cycle.

Go to Admin > Billing & Account info Click View billing history Find the invoice you want to view or print and click the Download link next to it. 

We are sorry to hear you are considering cancelling your services.  To protect you and your data, we require confirmation from a verified admin/owner of the account before making account changes. F...

As your business grows, you may want to upgrade your account to a newer edition, add user (employee) licenses, increase your contact limit, or add services for plug-ins and additional products. Yo...

View your transactions, print statements, update your credit card, billing address, or make a payment on your account.You can contact our Accounts Receivable department by calling 1-866-800-0004 op...

Billing and Accounts is where you see information related to your account with Keap. You will find your current plan and pricing with upgrade options to increase your contacts, add user, and to see...