Adding Users
- Diana Castillo Arroyo
- Jonathan Villarreal (Unlicensed)
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
Click on Employees
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