Team

Start here to learn about how you can use the Team functionality.

Learn how to add a Team Members.

Grant or Deny access for a team member to any part of the system.

Learn the permissions of the Account Owner/ Administrator.

This is training for the Account Owner or Team Leader (Part 2).

Here is how you will assign to-dos to your team members.

The Team Leader can re-assign contacts from one Team Member to another. Here’s how.

Learn how to share email and letter templates across the team.

This will show you how to delete a Team Member.