Simple Auto CRM

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P. O. Box 880615 Boca Raton, FL - 33488-0615

Adding An Employee


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To manage your employees, login to your account as an administrator.
Click on administrative and then click on employees .
You will see a list of your current employees and their status if they're active which should be true or false.
To add an employee click on ‘add employee’.
Specify the username, password, first name, last name, email address and also their cell phone number.
To make sure that they have access, to you know make sure they can log in, have log-in allowed and active.
To add someone to your sales team just say BDC NO.
If they are a manager that will be (lead admin-yes).
If they are not a manager it would be (lead-admin-no)

 
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