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Team Management

This article will show you on how to delete users and how to used other features in team management table in your CRM.

1. Click "Settings"

Go to the application's settings

Click

2. Click "My Staff"

Click

3. Team Members List

Team Members List

4. Sort by "Roles"

Sort your user list by roles.

Sort by

5. Search Bar

Easily find users by searching for their name, email, or phone number.

6. Edit Team Members

To edit the information of your team members, click here. You can also remove or delete a team member from this location/sub-account.

Edit Team Members

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Team Management | SURPLUS SYSTEMS