Help Guide =========== SalesCRM ^^^^^^^^^^^^^ Lead ``````````````` Create Leads ------------------- 1. Goto SalesCRM → Lead → Add → Single Lead 2. Fill the Lead Form 3. Click On Submit Button Contacts ````````````````````` Create Contacts --------------------- 1. Goto SalesCRM → Contacts → Add → Single Contact 2. Fill the Contact Form 3. Click On Submit Button Company ```````````` Create Company --------------------- 1. Goto SalesCRM → Company → Add → Single Company 2. Fill the Company Form 3. Click On Submit Button Tasks ```````````` Create Tasks ------------------------- 1. Goto SalesCRM → Tasks → Add → Single Task 2. Fill the Tasks Form 3. Click On Submit Button Deals ````````````` Create Deals ------------------- 1. Goto SalesCRM → Deals → Add → Single Deal 2. Fill the Deals Form 3. Click On Submit Button Document `````````````````` Create New Folder ---------------------- 1. Goto SalesCRM → Documents → Add New Folder 2. Fill the Folder Form 3. Click On Submit Button Create Documents ---------------------- 1. Goto SalesCRM → Documents → **Folder name** → Add New Document 2. Choose File 3. Click On Upload Button Automation `````````````````` Create Automation ---------------------- 1. Goto SalesCRM → Automation → Add → Single Automation 2. Fill the Details 3. Click On Submit Button 4. Goto Action → Add Sequence 5. Fill the Details 6. Click On Submit Button Helpdesk ^^^^^^^^^^^^^^^^^^^^^^^^^^^ Incident ```````````````````` 1. Goto Helpdesk → Ticket → Add → Single Incident 2. Fill the Details 3. Click On Submit Button ITSM ^^^^^^^^^^^^^^^^^^^^^^^^^^^ Releases ```````````````````` 1. Goto ITSM → Releases → Add → Single Release 2. Fill the Details 3. Click On Submit Button Changes ```````````````````` 1. Goto ITSM → Changes → Add → Single Change 2. Fill the Details 3. Click On Submit Button Problems ```````````````````` 1. Goto ITSM → Changes → Add → Single PRoblem 2. Fill the Details 3. Click On Submit Button Inventory ```````````````````` 1. Goto ITSM → Inventory → Add → Inventory 2. Fill the Details 3. Click On Submit Button Software ```````````````````` 1. Goto ITSM → Software → Add → Software 2. Fill the Details 3. Click On Submit Button Contract ```````````````````` 1. Goto ITSM → Contract → Add → Contract 2. Fill the Details 3. Click On Submit Button Purchase Order ```````````````````` 1. Goto ITSM → Purchase Order → Add → Purchase Order 2. Fill the Details 3. Click On Submit Button Project Management ^^^^^^^^^^^^^^^^^^^^^^^^^^^ Project ```````````````````` 1. Goto Project Management → Project → Add → Project 2. Fill the Details 3. Click On Submit Button Project Task ```````````````````` 1. Goto Project Management → Project Task → Add → Project Task 2. Fill the Details 3. Click On Submit Button Communication ^^^^^^^^^^^^^^^^^^^^^^^^^^^ Send EMAIL ```````````````````` 1. Goto Communication → Email → Compose 2. Fill the Email Form 3. Click On Submit Button Send SMS ```````````` 1. Goto Leads → Details **OR** 2. Goto Tasks → Details 3. Click On Send SMS Button 4. Fill the Form 5. Click on Send Button Settings ^^^^^^^^^^^^^^^^^ Generate API Key ````````````````````` 1. Goto Settings → API 2. Click on Enable API Access Button 3. Now Use newly generated username and api_key in rest api Pipeline ```````````` 1. Goto Settings → Pipeline → Add New Pipeline 2. Fill Detais 3. Click on Submit Button Funnel `````````````` 1. Goto Settings → Funnel → Add New Funnel 2. Fill Details 3. Click on Submit Button Service Pipeline ``````````````````````` 1. Goto Settings → Service-Pipeline → Add Service Pipeline 2. Fill Detais 3. Click on Submit Button SMS/CALL Notification ```````````````````````` 1. Goto Settings → SMS/Calling → Select Available SMS Service Provider → Fill All Details 2. Click on Submit Button **Add Sender** 1. Goto Settings → SMS/Calling → Select Your SMS Service Provider List → Add Sender 2. Fill details 3. Click on Submit Button Email Notifications ``````````````````````` 1. Goto Settings → Email → Add 2. Fill All Details 3. Click on Submit Button Templates `````````````````````` 1. Goto Settings → Template → Add 2. Fill the Details 3. Click on Submit Button Products ```````````````` 1. Goto Settings → Products 2. Fill Details 3. Click on Submit Button Webhook `````````````` 1. Goto Settings → Webhook 2. Fill All Details 3. Click on Submit Button Form ```````````` 1. Goto Settings → Form → Select Lead or Contact or Company or Ticket 2. Check or Uncheck status fields of form for Add/Change Page 3. Check or Uncheck Enable Listing fields of form for listing page 4. Click on Submit Button Subuser ```````````````` 1. Goto Settings → Sub User → Add 2. Fill Details 3. Click on Submit Button Lead Scoring ``````````````````` 1. Goto Settings → Lead Score → Add Rules 2. Fill Details 3. Click on Submit Button Deal Scoring ``````````````````` 1. Goto Settings → Deal Score → Add Rules 2. Fill Details 3. Click on Submit Button Notification ```````````````````` 1. Goto Settings → Notification 2. Fill Details 3. Click On Submit Button Distribution ```````````````````````` 1. Goto Settings → Distribution 2. Select Services 3. Click On Submit Button Meeting `````````````````` 1. Go to Settings → Meeting 2. Click On Enable Api Access 3. Follow Instructions Plugins `````````````````` 1. Go to Settings → Plugins 2. Enable/Disable Features 3. Click on Submit Button Department `````````````````` 1. Go to Settings → Department → Add Department 2. Fill Details 3. Click on Submit Button Vendors `````````````````` 1. Go to Settings → Vendors → Add → Vendor 2. Fill Details 3. Click on Submit Button Product Catalog `````````````````` 1. Go to Settings → Product Catalog → Add → Single Product 2. Fill Details 3. Click on Submit Button