How to connect employee to CRM?
At the last set up step, after entering CRM name, you can add all employees that will require CRM access. Each employee should have an extension number, enter their first and last name in the NAME field and their email address that an invitation to access Teamsale CRM will be sent to in the EMAIL field.
Agents and employees don’t need to install additional equipment or software (if they want to make and receive calls through the browser) or go through registrations. After they receive an invitation, they can already start using the CRM system, make and receive calls.