Setting up your Team Jetpack CRM has built-in user role system that gives you the ability to create users for each of your team...
How do I restrict leads to CRM Team members? You may be setting up your CRM so that team members with the “Customer Manager” role have access to manage...
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...
