User – intro

Users are defined as accounts/people that can access the system in order to handle quotes or adjust settings. Depending on the user level (regular user or administrator user) access to certain areas within the system will be limited.

There is no limit when it comes to the number of users that you are allowed to create and we encourage you to create as many as you need in order to be able to track activity, performance, conversion rates and act on the results you see per-user or as a whole.

Please refer to the question marks for each field when adding/editing users for further details on each field.

» Manually Create a Quote » Full Quote List » My Archive » Active Quotes » Handling incoming quotes » Quote Requests » Dashboard » System notifications » Settings » Delete Email automation » Email automation Queue » Email automation Templates » Edit Email automation » Add Email automation » Email automation – intro » Unsubscribes » Email Logs » Delete Chat Bot » Chat Bot Questions » Chat Bot Interaction Log » Edit Chat Bot » Add Chat Bot » ChatBots – intro » Delete Widget » Edit Widget » Add Widget » Widgets – intro » Delete Service » Edit Service » Add Service » Service – intro » Delete Rejection Reason » Edit Rejection Reason » Add Rejection Reason » Rejection Reason – intro » Delete Quote Source » Edit Quote Source » Add Quote Source » Quote Source – intro » Delete Archive Reason » Edit Archive Reason » Add Archive Reason » Archive Reason – intro » Delete Extra Billable Item » Edit Extra Billable Item » Add Extra Billable Item » Extra Billable Item – intro » Delete Vehicle » Edit Vehicle » Add Vehicle » Vehicle – intro » Delete Template » Edit Template » Add template » Template – intro » Delete User » Edit User » Add User » User – intro