Setting up your Team
OK, you have your CRM up and running but you’re more than just one person. You have a team of employees...
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Team CRM
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How do I restrict leads to CRM Team members
You may be setting up your CRM so that your ‘Customer Managers’ have access to manage their Leads through to... -
How do I delete user roles
Jetpack CRM adds a number of user roles (for your team). If you’re temporarily deactivating the plugin these roles aren’t...
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