How to set your time zone Please follow the below steps to change the time zone of your CRM: 1. Click on your username which is...
User permissions using security levels Security levels describe the distribution and management of user and group privileges. You will learn how to customize privilege sets...
Change a user’s security setting Anybody who has an account and uses Soffront Online CRM is a User. For example Manager, Marketing, Sales rep, Support...
Reset forgotten password If you are unable to log in to your Soffront account then follow the steps mentioned below to reset your...
How to Add or Remove Users Adding Users To add a new user, please follow the steps below: 1. Go to Soffront Online Homepage. 2. Click on...