How to Create a New Team Member in Your CRM

1. Click "Settings"

Access the Settings menu

2. Click "My Staff"

Open the My Staff section

3. Click "Add Employee"

4. Click "User Info"

5. Add logo

Upload a personal logo for the team member

6. Input details

Fill out basic information for each employee, including their Name, email, and phone number. You can also add phone extensions.

7. Click "Checkbox" for Email Signature

Establish an email signature for each user to enhance the campaigns they are assigned to.

8. Click "User Permissions"

9. Edit User Permissions

As an administrator, you have the ability to toggle user permissions on and off within your team.

10. Click "User Roles"

11. Edit User Roles

You have the option to assign users as either a general user or an admin.

12. Click "Call & Voicemail Settings"

13. Edit Call & Voicemail Settings

• If a user requires a dedicated number, you can include an inbound Twilio number here.

14. set the call time-out limit

• You can set the call time-out limit.

15. upload a voicemail recording file

• You have the option to upload a voicemail recording file

16. Click "User Availability"

17. Edit User Availability

User availability allows you to customize the default availability for each user.

18. Click "User Calendar Configuration"

19. Edit Calendar Configurations

To simplify scheduling, you can connect a Google calendar for each user with User Calendar Configuration. This allows users to sync their personal calendar within the system.