This option is for real-time notifications, which means that you won’t need to refresh the page in case there is a notification. Before, when new notifications for a user was added you needed to refresh the page in order the notificat...

Invoices View (Global) – All invoices. View (Own) &#821...

The Web to Lead feature allow you to build a web form based on leads fields and custom fields to place it on your website, landing page etc as an iframe. The visitors can then enter their names, email addresses, upload attachment and ot...

The CRM instance by default have only 1 role added with name Employee and with no permissions, it’s up to you to adjust the permissions for this role or create a new one. To create new role navigate to Setup-...

Create New Contact To create new customer contact, open the customer profile in the admin area that you want to create the cont...

You can enable/disable customers registration from Setup -> Settings -> Customers-> Allow clients to register. Your custo...

Goals Tracking is feature in the CRM to track goals. Available goals tracking: Achieve Total Income (Income will be calculated in your base currency (not converted) Convert X Leads Increase Cu...

Embeddable ticket form in the CRM is a predefined form for tickets you can add to your websites with an iframe and when a user submits the form the ticket will automatically open a ticket in the system. You can use this form eq for a...