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Adding Users

Adding Users

Owned by Luis Madrid
Mar 03, 2023
2 min read

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

Contacts_1_.png

 

  • Click on Employees

Contacts_2.png

 

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

Contacts_3.png

 

  • 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

Contacts_4.png

 

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

Contacts_5_.png

 

  • 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

Contacts_6.png

 

  • 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

Contacts_7.png

 

  • 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

 

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