• Team Roles and Permissions

  Assigning the right roles to your team members is crucial for smooth operation and effective management. Each role comes with specific permissions that tailor their access and capabilities within the platform. Here’s a quick rundown of what each role entails: Admin Has full access to all features and data within the CRM system. Can create, edit, and delete users, accounts,Few readers

• How to Manage Multiple LinkedIn Accounts if You Are an Agency

  It's a real pain in the neck when one has to deal with several accounts on LinkedIn for different clients. Run and optimize your account management with SalesRobot to boost effectiveness and control over all the profiles. Access Admin Settings: Head to the Admin Settings in SalesRobot. Invite New Users: Add new users by entering their details. Assign Permissions: DefinFew readers

• How to Invite a Team Member

  It's pretty easy to invite team members to your SalesRobot account. To add new users to your team, follow the below step-by-step process: Access Admin Settings: On the dashboard, access Settings -Admin Settings. Initiate the Invitation: Click the "Invite New User" button. Enter User Details: First Name, Last Name and Email ID of tFew readers

• How to Analyze Your Team Member's Performance

  In the SalesRobot Dashboard, select the account or team member you want to monitor from the list. A summary chart will display their activity for the selected period. You can adjust the time range using the date picker above the chart.Few readers