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

  1. Goto Tasks → Details

  2. Click On Send SMS Button

  3. Fill the Form

  4. 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