Question: Where on CRM do I add team member?
Answer:
Add users to your REsimpli account by following these steps:
Once logged in to your REsimpli account, navigate to the ‘Settings’ icon in the bottom left corner.
2. Under the ‘General’ tab, click ‘Manage Users.’ Sub-users are users who need to be a part of your REsimpli account. The list of existing users will appear.
These are the items to consider when adding sub-users to your account:
1. Users with different roles
2. Different access
3. Different permissions.
3. Click the ‘Add New’ button in the upper-right corner. The ‘Add User’ window will open.
4. Click ‘Basic Details’ and fill out the fields. Hit ‘Save Basic Details.’
5. Click ‘Role Assignment’ and check the appropriate options.
Role - Check the assigned role's box.
Lead Access—Click ‘Yes’ if the user will join the Teams tab.
Markets - Check the market to which the role will be assigned.
Existing Leads - Click ‘Yes’ to assign the user to the existing leads. Click ‘Learn More’ for more details.
New Leads - Click ‘Yes’ to assign the user to the new leads. Click ‘Learn More’ to learn more about the selected option.
Hit ‘Add Roles.’
6. Click ‘Lead Permissions.’ Provide the lead permissions necessary for the role. Hit ‘Save Lead Access’.
Click the ‘Assigned’ tab, and select the access type you want the user(s) to have.
2. Click the ‘Permissions’ tab, and enable the toggle to the permissions you want to give the user(s).
Reference Video: