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  • Home > Admin Manual

    Admin Manual

    SETTING UP YOUR CRM (7)

    • Setting up your company details
    • Setting System Preferences
    • Setting System Currency
    • Setting up mail scanning
    • Creating email templates
    • Configuring outgoing emails
    • Setting up mail manager

    GENERAL ADMINISTRATION (2)

    • Automate tasks using workflows
    • Working with picklists

    USER AND ACCESS MANAGEMENT (9)

    • Setting up a new user
    • User Access Basics – Part 1
    • User Access Basics – Part 2
    • Working with Profiles
    • Creating User roles
    • Creating a new user in your CRM
    • How to Delete a user from your CRM
    • Setting custom field access
    • How to Setup Sharing Permissions

    CUSTOMER PORTAL (1)

    • How to setup and configure your customer support centre

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