I need to change my email

It happens! Perhaps you've started a new job (congrats, by the way!) or experienced an administrative change. No worries—it’s an easy fix!

If you are using the same CRM
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Log in to the Surfe App and go to Surfe Dashboard > Team

Invite your new email (Or ask your Surfe Admin if you are not the admin)

Once accepted the invite, delete your old email

Note: Don’t forget to re-assign your paid seat to the new email (Or ask your admin to do it).

If it is a new CRM:
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Make sure you are connected to your new CRM first and create a new account with Surfe.

Reach out to our customer service via chat so that they can switch your current plan to the new email in the system.

If it’s a group account, re-invite all your co-workers to the new account.