In this article we will go over the settings that you will need to configure for you and your team to access the task and meeting/ events icons. This should have been completed when you did your CRM training training session. If you need a CRM training session you book with either link below:
Here is a video that will show you how to access your CRM settings:
coming soon
Here are step by step instructions on how to access your CRM settings:
1 - Click the Admin tab
2 - Click the Manage Employees tab and link
3 - Under the Action column click the Edit icon that for the employee you want to give access to the CRM task and meeting/ events icons.
4 - Under the Permissions section you will see 5 checkboxes that pertain to the CRM task and meeting/ events icons
A - CRM Admin
B - Manage task subject lines
C - Include in CRM for Task/ Calls etc
D - Is permitted to import customer to the CRM
E - Is permitted to bulk edit (delete) in the CRM
Below I will go through what each setting will allow when working in the CRM
5 - CRM Admin: This will allow you to create Subject lines in the CRM task tab. Note if you do not have CRM Admin permission then you will just see a dropdown box to choose from. Please note there is a separate article on how to access the Subject lines found under the CRM Setting bubble.
6 - Manage task subject lines: Note that is box will automatically be checked off when you are giving permission for the CRM Admin checkbox. This will allow you create / edit / delete subject lines for your task. Note there is a separate article explaining the CRM Settings bubble found under the Marketing Settings section.
7 - Include in CRM for Task/ Calls etc: This will allow the employees name to appear under the Assign to in the dropdown box when creating a task.
8 - Is permitted to import customer to the CRM: This will allow the employee to import your database, in a csv file, into your CRM
9 - Is permitted to bulk edit (delete) in the CRM: This will allow the employee to make bulk deletes in the CRM. For example if a company is no longer in business and you want to delete all the records for the company you can do a bulk delete.
10 - After checking off any of the boxes be sure to click Save This Information.
You have now learned how to give an employee rights to access the CRM task and meeting/ events icons.