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.
Article ID: 2244
Created On: Nov 15, 2017 at 3:13 PM
Last Updated On: Dec 4, 2018 at 4:54 PM
Authored by: KB Admin
Online URL: http://kbint.gradleaders.com/article.php?id=2244