Build your CRM team by inviting members, assigning roles, and configuring permissions to ensure secure and efficient collaboration.
Build your CRM team by inviting members, assigning roles, and configuring permissions to ensure secure and efficient collaboration.
This guide will walk you through the key steps and best practices for setting up your team. Whether you're new to InterlinkCRM or looking to optimize your existing workflow, you'll find helpful tips and detailed instructions here.
Begin by accessing the relevant section in your InterlinkCRM dashboard. Make sure you have the necessary permissions to perform these actions.
Follow the on-screen prompts to configure your settings. Take time to review each option to ensure it matches your business requirements.
After configuration, test your setup with sample data to ensure everything works as expected before going live.
Once you're satisfied with the configuration, activate the feature for your team and monitor the results.
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Our support team is available 24/7 to assist you with any questions.