Change a user's Role and Phone Number Under the My Account Section

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• Modify or Delete Phone Number for an Account

  Navigate to the Accounts module. Click on Account Name. Hover the mouse over the Phone Number which needs to be modified, the system will pop up ‘Edit’ and ‘Delete’ icons; to modify the Phone Number, click on Edit icon. Amend the Phone Number as ...

• Add alternative phone number for a Prospect

  Navigate to the Prospects module. Click on the Prospects name. Contact Profile will be opened, click on the Add Phone Number. Enter phone number. Click on Green Tick icon to add.

• Modify or Delete Phone Number for a Prospects

  Navigate to the Contacts module and click on it. Click on the Contact Name for which you want to Modify the Phone number. The contact window will open on the Screen, Hover the mouse over the Phone Number. Click on the Pencil Icon to modify the Phone ...

• Modify or Delete Phone Number for a Contact

  Navigate to the Contacts module and click on it. Click on the Contact Name for which you want to Modify the Phone number. The contact window will open on the Screen, Hover the mouse over Phone Number. Click on the Pencil Icon to modify the Phone ...

• Configuring Individual User Permissions in Admin Module of InsightsCRM

  Access the Admin Dashboard: Navigate to the Admin Module in InsightsCRM. Manage User Access: Select 'Manage Users' to modify user access controls. Choose a User: Pick a specific user from the user list to adjust their permissions. Adjust Permissions: ...