You can create user account on Sell.Do & assign a particular role to user, so that the user could access the Sell.Do & use it for the respective purpose.

  • Click on the New User to open the Add Form .

  • Fill the personal details, Professional details & mobile app settings if user is going to use mobile application.

Personal details :- Details of the user such as name, email, phone no, email etc.

Professional details :- Role, department and team of the user. 

Custom fields :- If the client is using a custom field, then the required details regarding the fields can be entered.

Other settings :- If the user is going to use the mobile application for Sell.Do, then the required option is to be selected.