CRM Core

View Recently Added Contacts & Companies

To see all the Contacts and Companies information that you have added in recent times go to

WP Admin Dashboard → WP ERP → CRM → Overview

Scroll down and in the right-hand section, you will see Recently Added. It is divided into Contacts and Companies section. Clicking on the name will redirect you to the information page. The clock icon shows you the time it was created.

To learn more simply click on any Contact/Company. You will be redirected to its information page.

You will be able to see all the information related. You can even edit them.

To learn more about Contacts Management visit here and Company Mangement from here.

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