Have a Question About The Sales Bar?
Add/Remove Sales Bar Users
Make sure you’re logged into your admin view.
How to Remove a User- Choose the people tab in the left menu of The Sales Bar.
- Find the person you’d like to remove and click their name.
- On their profile screen, click “Deactivate”.
- Use the “Team” tab in the left menu to find the team the user will be on.
- Click into the team.
- Use the “Add a New Person to this Team” button on the right.
- FIll out all of the required information.
- When you’re ready to add them, click “Add Person” at the top of the screen.
Still need help? Log into The Sales Bar and watch the video demo right here.