Page Contents

What is the Branches section about?

In the Branches section, users can create new branches in order to subdivide the CRM.

Where the Branches section is located?

1. Log into CRM and go to the left-side menu

2. Scroll down and click on Branches & Permissions

3. And then on Branches.

How to create a new Branch

1. Click on the + Create New button

   

2. Add the Branch name, turn on the toggle Is Active?, select a Company and pick the users you’d like to grant access to it

3. Click on the Save button

   

4. Once created, all branches will be listed on the Branches main page (see the below example)

   

   
   

How to change the Branch

1. Log in to CRM

2. Go to the top right side and click on the Current Branch

3. From the drop-down menu, pick the Branch you need to go to, and you’ll be redirected there

   

How to edit a Branch

1. Click on the Edit button

   

2. Update the details and click on the Save button

   

How to delete a Branch

1. Click on the Delete button

   

2. Confirm the actions and the address will be removed.