I imbatman Member May 18, 2019 #1 May 18, 2019 #1 How do I connect my account with my salesperson's account so that they can see all of my scripts and CRM data?
How do I connect my account with my salesperson's account so that they can see all of my scripts and CRM data?
mhalper2000 Administrator May 19, 2019 #2 May 19, 2019 #2 Once you create a new “Add-On User” subscription for a new user, you log into your account and go to Settings > Organization https://salesscripter.com/pro/crm/settings/organization On this page, there is a second tab for “Add New Connection” where you will do a search for your new Add-On User. Once found in a search, click “Connect” to link accounts.
Once you create a new “Add-On User” subscription for a new user, you log into your account and go to Settings > Organization https://salesscripter.com/pro/crm/settings/organization On this page, there is a second tab for “Add New Connection” where you will do a search for your new Add-On User. Once found in a search, click “Connect” to link accounts.