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Vault CRM: 01. Managing & Applying Team’s - Video 0 hr 2 min
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Survey
Vault CRM: 01. Managing & Applying Team’s - Video
Course 1 of 2 in Vault CRM: User Settings and Managing Users
Learn how to set up and apply teams.
In this video, we'll demonstrate how to set up and apply a team.
At the end of this video, you will be able to:
- Navigate where and how to set up a team
- Apply a team to a user