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Livespace Academy
Setup Account for a Team
Setup Account for a Team

Adding users, roles, permissions, targets and results

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Updated over a week ago

Before you start working with CRM, it's a good idea to define your salespeople's goals so everyone knows what they are supposed to do. In this course you will also learn how to add users, divide them into teams and define permissions.

  • Adding colleagues

  • Roles & permissions

  • Targets & results

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