CRM

How do I enable the CRM module?

Enabling CRM module

Written by Karolina Matyja
Updated over a week ago

How do I configure the CRM module?

Configuring the CRM module

Written by Karolina Matyja
Updated over a week ago

How to import clients data?

Importing clients data

Written by Anna Sykut
Updated over a week ago

How do I add a new client?

Adding a new client

Written by Karolina Matyja
Updated over a week ago

How do I delete a client?

Deleting a client

Written by Karolina Matyja
Updated over a week ago

How do I record a contact with a client?

Recording contacts with the clients

Written by Karolina Matyja
Updated over a week ago

How do I add a client’s contact person?

Adding a contact person

Written by Karolina Matyja
Updated over a week ago

Where do I find the list of clients contacts?

List of clients contacts

Written by Karolina Matyja
Updated over a week ago

Where can I see the list of jobs performed for the client?

List of jobs for the client

Written by Karolina Matyja
Updated over a week ago

How to export the list of contacts?

Exporting list of contacts

Written by Karolina Matyja
Updated over a week ago

What is a sales activity?

Sales activity in CRM

Written by Karolina Matyja
Updated over a week ago

How to mark an email to a contact person as an activity?

Marking an e-mail as sales activity

Written by Joanna Musiał
Updated over a week ago

How do I add a sales activity?

Adding a sales activity in CRM

Written by Karolina Matyja
Updated over a week ago

Where do I find the summary of sales activities?

Summary of sales activities

Written by Karolina Matyja
Updated over a week ago

What can I record in sales activity details?

Sales activity details configuration

Written by Karolina Matyja
Updated over a week ago

How do I record a sales activity from the mailbox?

Recording sales activities

Written by Joanna Musiał
Updated over a week ago