CRM

CRM Overview

CRM

Introduction to the CRM module: contacts, customers, deals, and how they connect to tickets and projects.

Updated 19 Sept 2026 · 75 views

Customer Management

CRM

Creating and managing customer (company) records, the customer profile page, and domain-based email routing.

Updated 19 Sept 2026 · 77 views

Managing Contacts

CRM

How to create, edit, and manage CRM contacts, link them to customers, and use the contact profile page.

Updated 19 Sept 2026 · 79 views