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Adding your studio staff to Pipeline CRM

Add studio staff team members who need access to Pipeline CRM.

Written by Pipeline Solutions Support
Updated yesterday

How to add a user

  1. Go to Settings

2. Click My Staff β†’ Add User

3. Enter their details β€” if you'll be using call forwarding, be sure to enter a phone number for the studio staff member

4. To set their availability, click User Availability and set their schedule

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