To create a new staff member or agent in your Clorofile Cloud System installation, navigate to Setup → Staff, then click the New Staff Member button. [youtube]cxlqPRQMJp8[/youtube]...

Invoices View (Global) – All invoices. View (Own) – Only invoices ...

A non staff member is a feature in Clorofile which allow you to have a member like a contract worker to work on projects, means that the staff is not actually an employee in your company but it’s a freelancer/contractor. Some area of ...

Open a lead and simply select the staff member you want to assign the lead. After submiting the staff member will receive notification that you have assigned this lead. Everyone can manage leads. But only administrators can vie...