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...
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...
