Quick Setup for New Team Members

Martin_3329 Posts: 10
edited July 2022 in Ideas and Product Feedback #1

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.







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  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    edited June 2020 #2

    Hi @Martin Pavion !

    Thank you so much for your feedback, we appreciate your detailed use case and how clearly you put it. I have forwarded your feedback internally to our team.