Adding Users

Add Employees, Customers, and Leads

Purpose:

The purpose of this walkthrough is to help you add users, customers, and leads to the CRM.

Pre Requisites:

• Leads

• Customers

• Employees

• Email addresses

• Employee role

• Click on Contacts on the left-hand side and you will see a drop-down with Employees, Customers, Leads

Open

• Click on Employees

Open

• Click the plus sign at the right corner of the page to add a new employee

• Type in the first name, last name, and email address and click continue
  Generate a secure password for who you are adding into the system

• Choose the role you want yourself or you employee to have

• Roles to choose:

  • Super Admin

  • Sales Manager

  • Marketing Manager

  • Customer Service Manager

  • Admin

  • Sales

  • Marketing

  • Customer Service

• Once you have chosen the role hit SAVE

• Click on Customers

• Follow the same steps you did to add an employee

  • Type in full name and email address

  • Generate secure password

  • Click Save

• Click on Leads

• Click the blue plus sign to add a new lead

  • Type in full name and email address

  • Click Save

Checklist:

• Leads

• Customers

• Employees

• Email addresses

• Employee role