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What is CRM?

CRM (Customer Relationship Management) is a tool that’s designed to help organizations build better relationships with their customers by providing a complete picture of all customer interactions, keeping track of your sales, organizing and prioritizing. It offers customers a unique and seamless experience.


Initial Setup Steps

Before you can start to use the CRM feature it’s important to apply the CRM Agent role to the necessary internal users, this will ensure that tasks can be assigned to them.

Here’s what you need to do:

Navigate to Users > All Users on the side navigation menu within the Admin Dashboard.Support Docs - CRM Overview - Step 1

Identify which user you need to apply CRM permissions to, then click the “Edit” button below their username.

On the edit username page scroll down until you see the options for CRM Roles. Ensure the CRM Agent role is CHECKED.

Support Docs - CRM Overview - Step 2

Save your changes by clicking the “Update Profile” button at the bottom of this page.

Navigate back to the All Users page and you should now see the CRM Agent Role applied to that user.

Support Docs - CRM Overview - Step 3

And that’s it! Now you can assign tasks to this user within the CRM system.


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