CRM Setup View

• Related Articles

• Where can I view the documents attached from Google Docs in the CRM system?

  You can view the attached documents under the "Attachments" section in the Record Details page.   

• View Storage

  You can purchase additional file storage (minimum 5 GB) priced at USD 4/month for 5 GB. You can purchase up to 100 GB extra storage from the Manage Subscription page in your CRM account. Please note that the option to purchase additional storage is ...

• View Map

  Using Google Map, you can locate the address of the Leads, Accounts, and Contacts. To view map Go to Leads, Accounts, or Contacts module. The records in Contacts, Leads, and Accounts modules are listed in alphabetical order. Tap a record for which ...

• Smart View

  The visitors visiting your website will be listed in the Visitor History section. The following Information of the visitor will be displayed: Name - The Name of the visitor Email - The registered email address of the visitor Flag – The flag of the ...

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