Managing your Staff
- STAFF: Understanding Internal Roles
- STAFF: Onboarding and Managing your Staff
- STAFF: Teams
- STAFF: Setting an Hourly Rate for Staff
- Salesperson Visibility & Claiming a Contact
- Portal Access Invitation
- TOOLS: Impersonate Your Users
- CRM: Inactive Users & Deleting Users
- My Tasks Widget
- Login Alerts for Contacts and Staff
- "Magic Link" Login
- Customize the Notifications for Staff & Clients