How to Add Employees To Your CRM (Optional) | Loan Signing System

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How to Add Employees To Your CRM (Optional)

In this section, you will learn how to add employees or additional profiles to your CRM. This is useful incase you want to give anyone access to your CRM, without giving them your personal log in information. You can also control what areas they have access to, and what kind of role their account has.

Detailed Screenshot: How to Add Employees To Your CRM

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