How To Switch Between Accounts?

  1. Overview
  2. Pro Max CRM
  3. My Account
  4. How To Switch Between Accounts?

Switch Between Account

  1. First you have to navigate to the Contact/Database from the very left side.
  2. Then You have to select the account you want to switch into.
  3. When you select that account then that account details will be open.
  4. Now Scroll down to the page and check the left side there you will see the login as XYZ button click on that.
  5. When you click on this login as button then it will switch the account.
  6. You can re-switch from the account from below help screenshot.


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