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MOB EX CRM User Guide EX BUSINESS MOB ENTERPRISE SOLUTIONS Important Notices This material is copyright. It is intended only for MOB Enterprise Solutions Business Partners and their customers. No
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How to fill out myob exo crm user
How to fill out MYOB Exo CRM user:
01
Access the MYOB Exo CRM platform using your login credentials.
02
Navigate to the "User Management" section within the system.
03
Click on the "Add User" button to begin creating a new user.
04
Fill in the required information for the user, such as their name, email address, and contact details.
05
Assign the appropriate role to the user, specifying their level of access and permissions within the CRM system.
06
Set a secure password for the user and ensure they are aware of their login details.
07
Save the user profile and confirm their creation within the system.
Who needs MYOB Exo CRM user:
01
Businesses that utilize the MYOB Exo CRM platform for managing customer relationships and sales processes.
02
Sales and marketing teams that need a centralized system to track customer interactions, sales leads, and customer communication.
03
Customer service teams that require access to customer information and previous interactions for efficient query resolution.
04
Managers and executives who need access to real-time customer data and reports for decision-making and strategy development.
05
Anyone involved in the sales process, from generating leads to closing deals, can benefit from using MYOB Exo CRM to streamline their workflow and improve productivity.
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