For anyone to use Sell.Do, needs to have an account in Sell.Do. A user in Sell.Do can be a pre-sales, sales, manager or an admin. Each user gets an access to the functionality or data in the system depending on their role and the team they belong to.
A team should be present. One team can have only one manager but in case that manager is needed to monitor other team's performance as well, we can give him the access by using hierarchy.
User role should be created
From admin homepage navigate to User Management and click on Manage Users (ref. img)
2. You get redirected to list of existing users. Click on New User on top right corner.(ref. img)
A form will be displayed (ref. img.). On this form fill-out following details of the user
First Name: First name of the User. This is a compulsory field
Last Name: Last name of the User. This is a compulsory field
Phone Number : Phone number of the User. This is a compulsory field. Number should be a non DND number and direct line(not an extension number)
Email: Email of the User. This is a compulsory field
Secondary Phone : Secondary phone number of the User. This is a optional field
Time Zone : Time Zone of the of the User. This is a compulsory field
Role: Select the role of the user [Sales / pre-sales / Manager / Admin]. This field is mandatory.
Team: Select the team which user will be working with. This is a compulsory field.
Department : Select the Department user will be joining. This is a compulsory field.
Mark User Default for Project: Need Details
Mark User Default for Campaign : Need Details
Add user to default routing : Need Details
LinkedIn: Need Details
Designation: Need Details
Using Mobile Application: Need Details
5. Once you have filled the necessary details, click on Save.
Once a user is added in the system, User receives a welcome email to activate his account. Once he activates his account, he gets access to his account and you can assign him the leads.
If you face any issue in the process, please mail us at firstname.lastname@example.org