How to USE CRM

In this post we’ll learn how can I use CRM.

Step1: You have to Log In or Register yourself. (During Register remember your username/email and password to login again)

Step2: Visit Dashboard (Note: Here you will see 3 titles e.g. Campaigns, Projects, Tasks. If these are empty it means you do not have any assigned work and if you see something under any of them, it means you have work to do) like below

Step 3: Click on top left corner ” ADU Flip Network LLC “

Step 4: Profile: (Number 1 in below screenshot) You can customize your profile (name, DP, Social links and Phone No etc)

Step 5: WP-CRM System: (Number 2 in above screenshot). When you hover over here. You can see different menu for CRM (screenshot is attached below)

Step 6: To view your assigned work (tasks, projects etc) click on Dashboard. After that click on “Filter by Contact” (marked by red arrow in below screenshot)

Step 7: Now select your name and then you will see the assigned work below in the calender. There you can edit the work (progress update, notes, detailed etc) and all the update will be visible to the administrator.