• Team

  Team To get started you need to first click on the gear icon located in the upper right corner from your Gonzy dashboard. You can add as many team members as you need, to your organization. Adding team members to your organization will allow you to assign task, projects, and companies to those team members. Once you click on the Sub menu labeled “Team” you will be takeFew readers

• User Levels & What They Mean

  Organization Admin Ceates an organization Selects a subscription Can create users stated below Can invite Organization Users by Email Can assign roles to users that are stated below Can manage the status of its organization Dashboard (Organization Info, All Organization Users, Companies, Projects, Project Team Activities, Pipelines, Deals and Deals Statistics) Sales Manager Can view prospecting page and all pipelines under his/her current organization CFew readers

• Automations

  Automations To access the automations tab first click on the gear icon located on the upper right corner then click the link labeled “Automations” from the sub menu. Once on the Automations page, start by clicking the button labeled “Create new workflow” on the upper right corner of the Automaitons screen. (https://storage.crisp.chat/users/helpdesk/website/-/a/4/1/0/aFew readers