Managers

A special section on the company's employees with the possibility to go to the personal profile of each. Statistics of the employee's work. Requests to RetailCRM's technical support.

Working with the manager list

This article describes how you can use the manager list section to streamline your manager administration work.

Manager card

The manager card displays all the main information about a manager, in addition to their order, customer and communications (calls) activity.

Personal user profile

On the individual user edit page, you can change the user's main data, password, and set additional settings.

Global manager status

This article describes the different types of user/manager status and how they determine the automatic distribution of orders and calls.

Working with requests to support@retailcrm.pro

This article describes how to create and send a request to technical support; how to access correspondence history, as well as how to review the responses of the support team.

Internal user notifications

This article describes the different notification types and how to manually create notifications for user groups.