Guide
Overview & Navigation
How to reach and use the Team Structure section in your CRM.
Navigate
- 1. Open your CRM application.
- 2. Go to the Dashboard.
- 3. Click on the Team Structure option in the dashboard menu.
- 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.