Can I Upgrade number of users in CRM?

Updated on June 18, 2013 03:39AM by Admin

Sure. The admin in charge of the firm will be the only one able to upgrade the number of users in that firm. Admin should click on their name in the top right corner after logging in and click on "Manage your Account" in the drop down. Of course you can, by adding more users to your firm.

Standard Plan Users

  1. Log in to your account.
  2. Navigate to Employees App from your universal navigation menu bar.
    Employees App select
  3. Create a new employee
    Create employee info
  4. If you click "Add" roles button, You will receive a warning popup to upgrade your plan.
    Upgrade warning popup
  5. After upgrading, Select which role(s) fits your employee position. Remember to sort the role by the CRM category.
    Add roles
  6. Your new employees will receive an email about joining. They will then create a new account and be able to start using CRM.
  7. In order to upgrade number of users, plan must be upgraded to paid plans.
    Upgrade plan_License 

Paid Users

  1. Log in to your account.
  2. Navigate to your account name and select "Manage Your Account"
    Manage your account
  3. By clicking "Increase Licenses" you can purchase as many licenses for an unlimited number of users as you’d like. Fill out your credit card information and proceed
    Plan history
  4. Now ,Create your new employee(s) in Employees App.
    create employee
  5. Select which role(s) fits your employee position. Remember to sort the role by the CRM category.
    Add roles
  6. Your new employees will receive an email about joining. They will then create a new account and be able to start using CRM apps.