Production ReadySaaS CRMAI Automation
Employee / Agent Management
Create and manage employee profiles, agent login IDs, department, designation, team leader and CRM access.
Create Employee / Agent
Logged In
Catechu Admin
Total Employees
1
All CRM users
Active Access
1
Can receive leads
Telecallers
1
Agent access users
Managers
0
Team leadership
Employee Master Directory
Employee profile with department, designation, team leader and agent workspace access.
SA
ActiveSales Agent Two
CHC-SALES-002
agent2@catechu.local
No mobile
Sales • Telecaller
TL: No Team Leader
Joining: Not set
TELECALLER