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Staff Setup

Staff Setup

Setting up staff enables you to create a record for each member in your office.

From the main dashboard, go to Configuration>Staff Setup.

 

Go to Next Actions>Add.

 

Fill in the Edit Detail Page and Save.

From the Staff Setup File you can see all active and inactive staff organized by account managers, advisors and co-op managers.

You have the ability to modify staff from here as well.

 

 

 

 

 

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