Staff List

Overview

Within this section in CRM, you will need to setup your Staff List.  Your Staff List is essentially a list of all agents working in your office, who will need to access CRM to work on the leads that are assigned to them.  Please note that this is only applicable if you have the multi-user version of CRM.  If you have the single-user version of CRM, this is not applicable / needed.


Setup

1. Click "Staff List" from the menu at the top.

2. Click the "Add New Staff" button.

3. Complete the information under each tab (see below for more information).

4. Click the "Save" button at the bottom of any tab.


Staff Details
:

Enter the information for the particular Staff / agent which you are setting up.  Please note that the following fields (see below) are required / are the most critical fields that need to be completed.  In addition, you must check off the "SiteLogin Active" and "CRM Active" boxes in order to enable CRM access for this Staff / agent.

  • First Name
  • Last Name
  • Email 1
  • User Level
  • Username
  • Password
  • Signature 


Reminders:

If reminders are currently setup for leads that are assigned to this Staff / agent, you can click on the "Delete All Reminders On All Of Your Contacts" button if you wish to delete all reminders on all leads / contacts that are assigned to this Staff / agent.  In the case where you are setting up a Staff / agent for the first time, this will not be applicable since there would not be any leads / contacts currently assigned to this Staff / agent.


Notes
:

Here you can enter any notes regarding the particular Staff / agent which you are setting up.

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