1. Click on "Settings".
2. Then go to MyStaff Menu
3. Click on "Add Employee".
4. Provide necessary details for this employee
5. Click on "Advanced Settings".
6. And set a password. Take note that your password should contain a special character and a capital letter.
7. You can set individual signature here. This means for every employee, he/she can set her own signature.
8. You can also configure User Permission, Roles (User or Admin), Add Call & Voicemail Settings, Set User Availability and the User Calendar - All under My Staff!
9. Afterwards, click on "Opportunities & Pipelines".
10. Customise your Opportunity Settings here by enabling stated setting
11. Next, click on "Pipelines".
12. These are your account Pipelines.
13. Following that, click on "Create new pipeline".
14. Fill in details to add new pipeline then hit save once done.
15. Click on "Phone Numbers".
16. Click on "Add Number".
17. There are several options in adding a phone number. Choose the option that you'd like to proceed.
18. Click Add Phone Number to add a new one.
19. You can see available phone numbers on the list that you can purchase or use in your business.
20. You can search your country code as well to see the available phone numbers within your place.
21. Click on "Filter".
22. You can filter your phone number search by configuring this area.
23. Next, click on "Custom Fields".
24. This your custom fields list
25. After, click on "Custom Values".
26. Your Custom Values list
27. After, click on "Domains".
28. Click on "Add".
29. After that, click on "Connect your domain/subdomain" and hit continue
30. Click on "Tags".
31. Added Tags in your account can be found here!
