1. Home
  2. CRM
  3. Getting Started

Getting Started

Enabling / Disabling the CRM module

The module comes built in with the ERP core plugin. You just have to enable the features from ERP Settings → Modules.

After successfully activating the module, you will see a new menu item on the left menu of your WordPress dashboard. Inside the menu you will find sub-menu items like-

Overview

A page with all the surface details of the CRM module. All widgets are clickable.

Contacts

Add, remove, manage and communicate with all the contacts from this page.

Companies

Add, remove, manage and communicate with all the companies from this page.

Activities

Lists all the activities and events of the CRM module from all CRM agents and managers in this page.

Schedules

When you have scheduled tasks, calls and meetings – they are all displayed here in this single page.

Contact Groups

Create custom groups from all your contacts and companies for targeted communication.

Was this article helpful to you? Yes 1 No 2

How can we help?