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Features
Pricing
Customer
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Book A Demo
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support
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Settings
CRM-Settings
1. How to manage CRM Settings?
2. How to check Module Management & Rights of Module?
3. How to manage Module Layouts & Fields?
4. How to Set Numbering Module wise?
5. How to setup Webforms for Automation?
6. How to check Scheduler?
7. How to Create Workflows for Automation?
8. How to Input Company Details?
9. How to check Customer Portal?
10. How to Add Currency & Conversion Rate of Countries?
11. How to set Outgoing Server?
12. How to Configure Picklist Field Values?
13. How to Add Picklist Dependency?
14. How to Move/Re-order Module?
15. How to manage Lead conversion data mapping?
16. How to Manage Opportunity to Project mapping?
17. How to Create New Tax?
18. How to set Terms and Conditions?
19. How to check & modify My entire details in CRM?
20. How to change Password?
21. How to Arrange Calendar Setting?
22. How to Check & Add TAGS?
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