Managing teams and workflows
Sales Reports
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Adding a new user
' Admin > Account > Users > Invite User/ Manage User / Manage Teams '
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Click ‘Manage Users’ option from the admin menu.
Click on the edit icon next to the user you wish to edit.
Deleting a user
When you delete a user, you will be prompted to reassign contacts and quotes that have been created or updated by that user. This is required to maintain visibility of contacts and quotes in your list views.
The user account will be completely removed and cannot be reinstated except by inviting the user as a new user account.
User Roles
Managing Teams and Workflows
Sales Reports
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