customersWelcome to our tutorial on how to add a user to the Notes area in ScoreCEO. This feature is crucial for enhancing communication within your team by allowing you to send notes directly through email regarding customer files. By following this guide, you will learn how to enable your team members to receive notes about different aspects of customer/leads files directly in their emails, streamlining communication and ensuring everyone is updated.
Section 1: Getting Started
Accessing User Management
Begin by logging into your ScoreCEO account. Once logged in, locate the 'User Management' icon on the left side panel of your dashboard. This section is where you can manage all settings related to users and their permissions.
Section 2: Selecting the User
Choosing a User
In the User Management area, you will see a list of all the users associated with your account. Browse through the list or use the search function to find the specific user you want to modify.
Editing User Settings
Once you have found the user, click on the pencil icon under their name to enter Edit mode. This action will open the user's profile for modifications.
Section 3: Modifying User Permissions
Enabling Note Sending Capabilities
In the user's profile edit mode, look for the checkbox labeled "Show in Notes". This checkbox, when marked, enables the user to appear in the Notes area and receive notes via email.
Saving Changes
After checking the "Show in Notes" box, make sure to click the 'Save' button to apply your changes. This step is crucial as it updates the user's permissions, allowing them to be included in note sending for team communications.
Conclusion
You have successfully added a user to the Notes area in ScoreCEO! Now, this user can receive emails when notes are sent regarding customers/leads file, ensuring that your team remains well-informed and cohesive in managing client information. By utilizing this functionality, you enhance the workflow within your team, allowing for efficient and effective communication about client progress and updates. Use this feature to keep your team aligned and your client services running smoothly.