Quick Setup for New Team Members
I've added a new sales rep to my team today and it's taken me 2 hours getting their account set up.
Here are the steps I've had to take ...
A huge bugbear is that each sales rep has 6 automation worksflows that are similar but require minor tweaks so that emails and SMS's go out with the reps details on. As there's no way to duplicate automator actions between accounts I have to recreate them individually.
I'd love a way whereby I could duplicate an existing user account and then tweak it, but a open to any solution that can make the administration faster.