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Salesmax Features

Last Update há 2 anos

How to Add New Business to Salesmax? How to create Teams in Salesmax? How to add users to the Team? How to Edit the Team? How to import leads/ contacts from the Phone?

How to remove user from the Team?

Remove user from the Team

Sourav

Last Update há 3 anos

If you are in the Role of Super Admin then you can remove the users from the Team.


Step 1: Log in to the Salesmax web app and click on the Settings icon in the navigation bar.


Step 2: Click Users & Groups

Step 3: Click Team Membership

Step 4: Select the user you wish to remove from the team


Step 5: Click on Remove user from the Team

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