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Asking your boss or owner to upgrade

If you're a teammate (not the workspace owner) and you want Pro, here's how the request flow works and what your owner sees.

Only Owners can buy Pro on a workspace — billing's handled centrally. If you're a teammate (Member or Admin) and you'd like Pro, the Sales Hub has a built-in request flow that sends a polite message to every Owner.

How to send a request

1

Click any Upgrade button

Anywhere you see an orange Upgrade or “Get Pro” call-to-action — the trial countdown pill, the locked-contact prompt, the email settings page when paused, the pricing page.

2

If you're not an Owner, you'll get a request modal instead of checkout

We detect that you can't buy Pro yourself and switch the flow to the request form.

3

Add a short note (optional but recommended)

Something like “We're hitting the 500 contact cap” or “Want to connect my Gmail to track customer emails on contacts”. Owners read this; specific reasons get a faster yes.

4

Click Send request

Every Owner on the workspace gets an email with your name, the workspace name, your note, and a one-click button to upgrade.

Who gets notified

Every Owner of the workspace receives the email. If your company has multiple Owners (e.g. two co-founders), they all see it. Whoever acts first upgrades the whole workspace; the request is automatically marked fulfilled.

What the Owner sees

  • An email titled “{Your name} requested a Pro upgrade” with your note.
  • On their next visit to any Sales Hub page, an amber banner at the top says “{N} pending upgrade request{s}” with a button to review and approve.
  • On the Settings → Billing page, a section listing every pending request with each requester's name, note, and timestamp.

What happens after they upgrade

  • Pro turns on for the whole workspace immediately.
  • Pending requests are auto-marked fulfilled.
  • We send a quiet confirmation email to everyone who requested it (so they know their ask landed).

If your request is ignored

No automated follow-up — we don't want to spam Owners. If your request hasn't been actioned in a few days, the most effective move is the obvious one: walk over and ask. Or text them. The request flow is a forcing function for the conversation, not a replacement for it.

Make the case

Owners say yes when they understand what they're getting. Tell them: how many active contacts you have today, why the 500 cap is biting, how email integration would change your follow-up, what time it would save. Concrete > vague.

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What's free forever, what's locked, and what the 30-day Pro trial includes.

Sales Hub

  • Adding contacts
  • Adding companies to your Sales Hub
  • Creating a job you're chasing (a “deal”)
  • Working your sales board
  • Customising your sales board (stages)
  • The deal page, end to end
  • Logging what happened — notes, calls, meetings, files
  • The contact page, end to end
  • Tasks and to-dos
  • The company page, end to end
  • Pinning important notes or emails to the top of a record
  • The estimate page, end to end
  • Connecting your Gmail or Outlook mailbox
  • The workspace activity feed
  • Sending email from the Sales Hub
  • Setting up your email signature
  • Why I can't reply or forward emails inside the Sales Hub yet
  • Troubleshooting an email connection
  • Two ways to quote — built quotes vs uploaded PDFs
  • Refer a buddy and earn credits
  • Building a quote line by line
  • Uploading your own quote PDF
  • Tax rates — Canadian, Australian, and custom
  • Sending a quote to a customer
  • When a customer accepts (or declines) — the audit certificate
  • Searching, sorting, and bulk-editing your lists
  • Custom fields — when to use them and how
  • Trial, grace period, and going Pro
  • Asking your boss or owner to upgrade
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