Brandon, I have a question about this.
I need to give my marketing manager access to this CRM. What is the best way to do this?
Do I need to buy her an account too or can she log in as me?
Go To Settings –> Backup/Restore and you can share The profile
( At Some Point Soon We Will Have A Cloud Backup)
It's saved locally so she would have to download your back up and then login with your details or buy her own account ( Or Buy A Reseller License)
And Share The Back Up With her.
Brandon, I have a question about this.
I need to give my marketing manager access to this CRM. What is the best way to do this?
Do I need to buy her an account too or can she log in as me?
Go To Settings –> Backup/Restore and you can share The profile
( At Some Point Soon We Will Have A Cloud Backup)
It's saved locally so she would have to download your back up and then login with your details or buy her own account ( Or Buy A Reseller License)
And Share The Back Up With her.
Also, how do I share these profiles with another team member?
Settings –> back Up/restore is how you would share for now.