• How to remove and add a team member

  How to Remove a Team Member Managing your team effectively is crucial for maintaining control and organization within your system. If you need to remove a team member, follow these simple steps to ensure a smooth process. Step-by-Step Guide to Removing a Team Member Go to Settings Navigate to the Settings section of your account. Access the Team Section Click on Team to view the list of current team members. **Edit tSome readers

• Contacts

  There are four submenus in this menu: List Leads Add Import List This is where you can see a general list of all your contacts. To access the List, go to Contacts » List If you want to implement a filter, simply select the one you want (AND or OR) and fill in the appropriate parameters: user; sequence, start date, end date. AND logic With the "AND" logic, our system iSome readers

• Newsletter

  To see a summary of the newsletters in your account, click on Email » Campaigns and select the email campaign you want. On the other hand, under Email » Credits, you can check your Email balance, the date of renewal of your monthly Email credits, as well as your latest movements and purchase additional Email packs within the limit of your subscription plan. ![](https://storage.crisp.chFew readers

• Adding members to your team

  If you have several businesses or run an agency, you may need to manage several accounts. Fortunately, we've made it very simple to add and control the accounts associated with your company. How to add elements In the sidebar, click on Settings followed by Team. Click on Invite Members. ![](https://storage.crisp.chat/users/helpdesk/website/-/1/3/2/3/13239d1250467e00/image_1fgcmeFew readers

• How to change your personal information (Email address or password)

  To change your personal information, simply go to Settings » Profile. Click on "Login Data". Change Email Change Password Click SaveFew readers

• How to create and manage the Sequence State

  The Sequence Status of a Lead is important if we want to understand where the Lead is at. To do this, we need to have all the statuses entered and updated on the platform, in order to make it easier to use the CRM. How to create a Sequence Status To create a new Sequence status, simply go to Settings » Application » Sales Management. Then click on "Sales Sequence". Then simply add the Sequence Name that you need and that makes the most sense. Finally, on the left-hanFew readers

• How to activate two-factor authentication?

  Step 1 - Click on Settings. Step 2 - Click on Profile. Step 3 - Navigate to "2-factor authentication" and click on "Activate". Step 4 - Enter your mobile phoneFew readers

• How the Menu works

  Introduction to the Menu Closum is full of functions that you can operate in your company, and on the left-hand side you'll find the Menu. This includes all the features of the platform, in a prominent and easily accessible way so that you can access and work on everything about your project or company. The first option is the Tutorial, which contains 8 steps on some of the tasks you can carry out. In the next tutorial you'll find a detailed explanation of each option available iFew readers

• Tutorial

  You can get to know all the features of the platform step by step, just follow the steps in the list in the following image.Few readers

• How do I change Closum's language?

  Closum currently allows you to switch from Portuguese to English by following these steps. Step 1 - Click on Settings. Step 2 - Click on Profile. Step 3 - Click on Language and choose between Portuguese and English. ![](https://storage.crisp.chat/users/helpdesk/wFew readers

• How do I delete my data?

  You can close your account at any time. This action is irreversible and all data will be permanently deleted. If you don't want to close your account, you can downgrade to a free plan, which will allow you to keep access to your account if necessary. How do I delete my data? Click on Settings » Profile ![](https://storage.crisp.chat/users/helpdesk/website/-/1/3/2/3/13239d1250467e00/imaFew readers

• How to cancel my account

  To close your Closum account, follow these steps: Step 1 - Log in to your account Step 2 - After logging in, click on Dashboard ‘ Manage Subscription ’ Cancel Subscription Step 3 - In the last step, you must select whether you really want to cancel your account and plan. | Remember that by cancelling your account, you will lose access to all associated data and features. We recommend that you make a backup of any important information before proceeding with the cancellation.Few readers

• Assigning an owner to a contact

  To manually assign an owner to an existing contact: Go to Contacts » List or Leads Select one or more contacts to which you want to assign an owner Select the contact you want to associate and click on "Associate". Then simply choose the owner who will be responsible for the Lead | To remove an assignment, simply put the Lead "No Association". ![](https://storage.crisp.chat/users/Few readers