How to duplicate a role in Close.com
Here is how to duplicate a role in close.com
- First click on "Settings" in the sidebar navigation
- Then click on "Roles & Permissions" in the settings menu
- Hover your mouse over the role you want to duplicate and click the duplicate icon
- Then click on the "Role Name" text field and enter a name
- Finally click on the "Save" button to create the duplicate role
Why should you duplicate a role in Close.com
Close.com is a dynamic CRM solution designed to streamline the sales process for businesses of all sizes.
The "Duplicate a Role" feature in Close.com is a powerful tool that enhances team efficiency. By allowing users to quickly replicate existing roles, this feature ensures consistent access levels and permissions for team members.
This functionality is particularly advantageous when onboarding new employees or expanding teams, as it saves time and maintains uniform role settings, ultimately boosting productivity.
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