Loading
logo
  • Dashboard
  • Chat
  • Tickets
  • Accounts
    • Leads
    • Contacts
  • Sales
    • Chat
    • Deals
    • Sales Orders
    • Quotation
    • Sales Forecast
    • Sales Campaign
  • Products
    • Products
  • Activities
    • Tasks
    • Events
  • Reports
  • Service Desk
    • Add New Lead
    • Add New Contact
    • Add New Account
    • Add New Deal
  • Previous Searchs
    • Keywords 1
    • Keywords 2
    • Keywords 3
    • Keywords 4
    • Bookmark this Smart View
      1. CRM
      2. Leads
      3. All Leads
      1. CRM
      2. Leads
      3. Today's Leads
      1. CRM
      2. Leads
      3. All Leads
  • Notifications

    • Mark all as read
    • Lead is assigned to you
      8 days ago
    • Lead is assigned to you
      8 days ago
    • Lead is assigned to you
      8 days ago
    • Lead is assigned to you
      8 days ago
    • Lead is assigned to you
      8 days ago
    • Lead is assigned to you
      8 days ago
    • Lead is assigned to you
      8 days ago
    • Lead is assigned to you
      8 days ago
    • Lead is assigned to you
      8 days ago
    • Lead is assigned to you
      8 days ago
    • Lead is assigned to you
      8 days ago
    • Lead is assigned to you
      8 days ago
    You currently have no notifications.
    Load more
    • avatar
      Sales CRM
      Last access: 16 Jun 2021, 10am
    • avatar
      Service Desk
      Last access: 16 Jun 2021, 10am
    • avatar
      Sales Online
      Last access: 16 Jun 2021, 10am
avatar
  • Pham Duc Hieu
  • Duchieuna@gmail.com
  • My profile and settings
  • Log Out
  • Analytics
  • Leads
  • Contacts
  • Accounts
  • Deals
  • Forecast
  • Sales Orders
  • Product
  • Quotation
  • Tasks
  • Others
    • Schedulers
    • Store
    • Invoice
    • Campaign
    • Reports
    Menu Setting

Menu Setting

Arrange the features button in the menu bar
Analytics
Leads
Contacts
Accounts
Deals
Forecast
Sales Orders
Product
Quotation
Tasks
Schedulers
Store
Invoice
Campaign
Reports
  1. Settings
  2. Users and Access
  3. Users & Teams
  • Company settings
  • Users and Access
    • Users & Teams
    • Roles
  • Data Administration
    • Configuration
    • Leads
    • Accounts
    • Deals
    • Pipelines
    • Meeting
    • Manage Tags
    • Scorecard
    • Playbook
    • Snapshot Management
  • Smart View
  • Forecast
  • Customization
    • Data Fields
    • Form Layout
  • Email
    • Email Templates
    • Team Mailbox
  • Automation & Rules
  • Integration
  • Account & Billing
    • Account Statistic
    • Pricing & Features
    • Billing
    • Cancel Account
  • Users
  • Teams
User Management
Invite New User Clone Edit Remove
Team Management
Create Team Edit Remove

Invite New User

Create New Team
Preview Privileges

Preview Privileges
  • Permission
  • Data Access
Leads
Contacts
Leads
Contacts

Create Team

Add Remove
Remove Account #1
Decide the new owners with records asssigned to this user before removing them from this account.
Note: When the "Assigned To" leaves blank. The records will be left as unassigned.
Records
Assigned To
Delete confirmation

You are about to delete a task

It will be deleted permanently
  • Call
  • Detail
avatar
Anne Lynch
CIO
60
Cyberdince System Corp
This Friday
Calling 0965916288
00 : 00 : 00

Call

avatar
Anne Lynch
CIO
Calling 0965916288