Set up your Jetpack CRM Team Create users and set access permissions for each of your team members collaborating within your CRM site. Managing a team...
How do I restrict leads to CRM Team members? You may be setting up your CRM so that team members with the “Contact Manager” role have access to manage...
How do I delete user roles Jetpack CRM adds several user roles for your team. Even if you deactivate the plugin—even temporarily—or uninstall it, these roles...