Articole
You can enable/disable customers registration from Setup -> Settings -> Customers->...
Goals TrackingGoals Tracking is feature in the CRM to track goals. Available goals tracking: Achieve...
How to setup Support Ticket FormsEmbeddable ticket form in the CRM is a predefined form for tickets you can add to your...
How to setup Web to Lead FormThe Web to Lead feature allow you to build a web form based on leads fields and custom fields...
New Contact, Permissions and NotificationsCreate New Contact To create new customer contact, open the customer profile in the admin...
Roles ExplainedThe CRM instance by default have only 1 role added with name Employee and with no permissions,...
Setup Realtime Notifications with Pusher.comThis option is for real-time notifications, which means that you won’t need to refresh the...
Staff Permissions ExplainedInvoices View (Global) – All invoices. View (Own) – Only invoices created by a staff...
