Adding a sub-user to your CRM

Updated :

If you wish to add a user to your CRM, kindly follow the steps below:


1. In your CRM, navigate to Administration and click on User Accounts.


2. When the new page opens up, on the right side of the screen, click on + Add new user


3. In the pop-up window, provide the necessary information marked with *. The cell number is optional but if you are adding a user who will reach out to your leads via either calls or SMSs, you have to provide the Cell number as well.


When you click on Save, the newly created user will receive a welcome email from which they can change their password and log in to the CRM.


If you experience any difficulties or need further assistance, reach out to


Powered by Zendesk