The Company Settings section in SalesTown CRM allows you to configure essential aspects of your organization's CRM setup. This guide will provide a detailed walkthrough of the Company Settings, including how to manage users, configure company settings, and manage teams.

Step-by-Step Guide to ManageCompany setting

1. Navigate to Company Settings

  • From the main dashboard, locate the Essentials< Settings tab in the main menu or navigation panel.
  • Click on Settings to open the settings page.
  • In the settings page, find and click on the Tools< Company Setting option.
  • This will open the Company Settings page, which includes three main tabs: Manage Users, Company Settings, and Manage Team.

Tab 1: Manage Users

  1. User Log:

    • Click on the Manage Users tab, you will see a list of all users in the CRM.
    • Click on the User Log link given in front of each user to view their detailed user log, including login date and time.
    • The last login date and time for each user are displayed in the user list, allowing you to monitor user activity.

  2. Permissions:

    • Click on the Permissions button next to a user's name to configure their access levels and permissions within the CRM. 

  3. Edit User:

    • Click on the Edit button next to a user's name to modify their details, such as name, email, and phone no.
    • In Case, you want to give the  Limit Login Access to the user, then enter the start time and end time.
    • Click on the Save button to reflect the changes.

  4. Delete User:

    • Click on the Delete button next to a user's name to remove them from the CRM. Confirm the deletion in the pop-up window.
    • In case the selected user has some leads then it will show an alert with two options.
    • The first one is to  Delete all Leads, by selecting and clicking on the Delete User button, it will delete the user with all the leads.
    • The second is to Transfer the leads to another user. You can transfer it by choosing the user accordingly and then clicking on the Delete User button.

  5. Deactivate User:

    • Click on the Deactivate button to temporarily disable a user's access without deleting their account. Their status will change to "Deactive."
    • A confirmation dialog will appear asking you to confirm the deactivation.
    • Click on the OK button to deactivate the chosen user.

Tab 2: Company Settings

Company setting will include the below details which will be prefilled- 

  1. Company Name: Update your company's name in the Company Name field.

  2. Company URL: Update your company's URL in the Company URL field.

  3. Currency: Update your preferred currency from the Currency dropdown menu. This will be used for all financial transactions within the CRM.

  4. Timezone: Update the appropriate timezone for your company from the Timezone dropdown menu.

  5. Financial Year: Update the appropriate timezone for your company's financial year from the Financial Year dropdown menu.

Tab 3: Manage Team

  1. Add Team and Team Head:

    • After Clicking on the Manage Team tab, click on the Add Team button to create a new team.
    • Enter the team's name and assign a team head from the dropdown list of users.
    • Click the Save button to create the team.

  2. Manage Team and Team Head:

    • On the Manage Team tab, you will see a list of all teams and their respective team heads.
    • Click on the Edit button next to a team to update its details or change the team head.
    • Click on the Delete button to remove a team from the CRM. Confirm the deletion in the pop-up window.

Technical Problems:

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