đQuickstart: CRM
Last updated
Last updated
This Quickstart is a guided tour of the CRM feature within Siteglide. There is no setup required, it works out of the box but can be customised.
Whenever a form is filled in on the website or other actions are taken the CRM can be automatically updated:
The CRM itself now has a new user:
There are Standard Fields associated with the User:
You can also manage Addresses:
As well as any custom information stored in Custom Fields:
Cases are typically Form Submissions:
This Case shows the form submission we made at the beginning of the article:
You can also create Companies and link a Primary Contact to it:
Just search for the User you'd like to make the Primary Contact:
The Table Builder shows the Standard Fields information:
You can add and remove Custom Fields in the Table Builder: