Q: What steps do I need to take when adding a Salesmapp user?
A: As an admin you need to take the following steps (including a link to a article):
- Add the new user (How to)
- Create company list (How to)
- Assign user to that company list (How to)
- Optional: Add the user in the territory mapping (How to)
The users needs to take the following steps:
If you're unsure on how to do these steps, please read the articles linked. Feel free to contact Support if you have any questions!