CRM (Customer Relationship Manager)
Deploy a powerful Customer Relationship Management system for your clients.
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Navigate to Marketplace: Go to the Wholesale Marketplace tab.
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Select Client: Choose Add New or an Existing Client.
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Choose Product: Select CRM System.
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Configure Account:
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Subdomain: Enter the desired address for the client’s login (e.g., clientname.crm-link.com).
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Logo URL: Provide a link to the client’s brand logo for portal customization.
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Billing Cycle: Select the renewal frequency (Monthly, Quarterly, etc.).
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Activate: Click Add Service to Client to provision the system instantly.
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Manage: Go to the Services tab to view login credentials and manage the subscription.
Note: Ensure your Reseller Wallet is topped up above $20.00 before activating this service.
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...