Onboarding your Team

USER ROLES OVERVIEW
In addition to the roles defined in CRM (Leads, Prospects, and Clients), there are also several other use roles at your disposal within your account. Each...
Sat, 24 Nov, 2018 at 3:33 AM
CREATING A NEW INTERNAL USER
To add a new internal user in your installation, simply navigate to Settings–>Manage Staff, and click the + button. From there, you will be pr...
Sat, 24 Nov, 2018 at 3:06 AM
EDITING/DELETING AN INTERNAL USER
To edit, delete, or otherwise modify an existing user in your installation, simply navigate to Settings–>Manage Staff, and use the Options dropdown next ...
Thu, 12 Jul, 2018 at 4:11 PM
CHANGING A USER'S PASSWORD
To change an existing user’s password, simply navigate to Settings–>Manage Staff, and select “Set New Password” from the Options dropdown of the desired ...
Sat, 24 Nov, 2018 at 3:36 AM