VS CRM
🚀 How-to

Team Structure Guide

Explore the complete functionality of Team Structure within your CRM.

Guide

Overview & Navigation

How to reach and use the Team Structure section in your CRM.

Navigate

  1. 1. Open your CRM application.
  2. 2. Go to the Dashboard.
  3. 3. Click on the Team Structure option in the dashboard menu.
  4. 4. From the options listed under Team Structure:
    • Option 1 – Admins: Opens the Admin Page.
    • Option 2 – ABM: Opens the ABM Page.
    • Option 3 – ABE: Opens the ABE Page.

💡 Pro Tip: Manage Roles Efficiently

Regularly review and update user roles in the Team Structure to ensure smooth workflows and maintain proper access control.