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Adding users to Team

Prerequisite: You need to have Admin access to CRM and an existing Team.

Add users to CRM teams

  1. Click Admin then select Team Management.

  2. Select and open the chosen team.

  3. At the bottom of the page, click Select User.

  4. A popup search appears, search and select the users you want in your team using the checkboxes.

  5. Once done, click Select.

  6. The popup box closes and the selected users show in the user subpanel.

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