Users can be either your people who can log into the CRM system, or “holding places” for Accounts that are currently not being dealt with by a specific person e.g. Marketing. This video explains how to add a new user and edit an existing one.
Users can be either your people who can log into the CRM system, or “holding places” for Accounts that are currently not being dealt with by a specific person e.g. Marketing. This video explains how to add a new user and edit an existing one.