How to enable the Sales Engine User setting and view them in a project?


Step 1: Click on the “Hi, username” option in the top right corner.


Step 2: Select “Settings”


Step 3: Scroll down to find “Sales Engine Users”


Step 4: Click on the “Edit “ button in the far right corner


Step 5: Turn on the permission to “Enable Sales Engine” and click “Yes.”


Step 6: Click “Update”


Step 7: Return to the main menu, navigate to “Manage Projects” and select “Projects.” 

Step 8: Choose your project

Step 9: You can find the “Sales Engine User” section on the right. Click “Edit.”

Step 10: Select your “Sales Engine User” from the drop down.

Step 11: Click “Update.”

Note: You can also assign multiple projects to a sales engine user using the bulk selection tool from the project list.

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