Managing user accounts
As new employees enter your business, they will likely need access to your CRM system. Conversely, you may also find yourself needing to remove or deactivate users when an employee leaves your business. While the process of adding a new user is fairly simple, removing a user has the added layers of reassigning contacts, deals, and tasks to another user so that your leads and customers continue to be managed.
Once your new employee is trained, you may find yourself needing to reassign those tasks, contacts, and deals again to redistribute the workload among your team.
In this recipe, we will go over the steps for creating/deactivating users in Keap.
How to do it…
Adding additional users to your CRM system by defining them as job roles rather than personal identities can have massive benefits in terms of growing your business.
In general, people will come and go from your company, but the job roles will remain the same. Rather than creating...
