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Team CRM

  • 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...
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