• 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 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 ofFew readers