Step 1
User Login and Role Assignment
๐น Login to OmniCRM using your credentials. Administrators have full control, while sales agents and managers get role-based access.
๐น Assign user roles (Administrator, Manager, Sales Agent, Telecaller) to ensure clear task ownership and responsibilities.
๐น Set up permissions for each role to determine who can create, edit, or manage automated workflows.
Example: A sales manager may have access to configure lead assignment automation, while a sales agent only receives automated task notifications.
