The Drift Lite Seat provides a streamlined Drift experience tailored to your outbound sales teams at a lower cost.

Billing Plan:

The Drift Lite Seat is available as an add-on for the Premium, Advanced and Enterprise plans.

Intended Audience: 

• Lite Seat Users
• Admin
• Sales User

In this Article we’ll go over: 

• How to Activate the Lite Seat
• Use cases for the Lite Seat
• Features Included on the Lite Seat
• Updating Pro Seats to Lite Seat Licenses

How to Activate the Lite Seat

To assign a Lite Seat to a user, your org admin will follow the below steps:

1. Navigate to Settings > Organization Settings > Manage Teammates.
2. Select Invite Teammates on the top left hand side.
3. Enter the email address of the team mate you’d like to invite, and select Next.
4. On the Role Assignment scene, select Lite Seat from the Roles dropdown.
5. Your new user will receive an invite to join your organization as a Lite Seat user.

Use Cases or the Lite Seat

Lite Seats help drive more quality pipeline by contributing to both the inbound and outbound sales use case as seen below.

For Inbound Sales:

• The Meeting Scheduler gives reps the ability to book meetings at any time, regardless of their online status, 24 hours a day 7 days a week.
• The Email Tracking allows reps to understand how their emails are performing so they can proactively take the next steps.

Features Included in the Lite Seat

• Meetings - Used to book meetings from your conversations. 
• Drift Profile - Used to customize a personal Drift Profile for customers to learn more about the rep.  
• Drift Assistant - Used as a reminder email to your rep which includes company info, contact info and more.

Updating Pro Seats to Lite Seat Licenses
If you are noticing the following message in your Drift account, you need to change some of your Pro Seat licenses to the official Lite Seat licenses to align with your plan and billing.

Any Admin in your account can update the users’ licenses. Here are the steps to change a Pro Seat license to a Lite Seat license: 

As an Admin, log into the Drift account. Navigate to Settings > Organization Settings > Manage Teammates.

Under the “Roles” section, click the Edit button to the right.

In the modal that pops up, click “Change to Lite Seat.”

In the next modal that pops up, click “Continue.”

Repeat for any other users until there is the correct number of Pro and Lite seats in the account. You can check how many seats are being billed on the Plan and Billing page by hovering over the information icon next to the total number of seats.