CRM
Activating the CRM Package:
- Go to the Marketplace and select "CRM".
- Select the plan time period: Monthly, Quarterly, Bi-Annually, Annually. Costs are deducted automatically, and low balance disables the package.
- Type the client's desired Username and Password.
- Click Activate Service. Provisioning occurs within minutes. Check status under "Subscriptions" in your Dashboard.
- Use the Edit icon next to the subdomain to update passwords, upgrade, or disable.
CRM Features
- Manages contacts and leads effectively.
- Automates workflows and processes.
- Provides detailed reports and analytics.
- Integrates with other applications.
Using CRM (Intro)
Welcome to the ResellPortal CRM documentation. This guide provides comprehensive insights into ma...
Using Accounts
The Accounts module in ResellPortal CRM is designed to help you manage and organize businesses or...
Using Contacts
The Contacts module in ResellPortal CRM is designed to help you manage individual relationships l...
Using Leads
The Leads module in ResellPortal CRM is designed to help you capture, track, and manage potential...
Using Opportunities
The Opportunities module in ResellPortal CRM is designed to help you manage and track potential r...
Using Activities
The Activities module in ResellPortal CRM allows you to schedule, track, and manage all interacti...