Tag: crm
How do I add an internal (in-app) link to the CRM feature?
Use the steps below to create an in-app link to your CRM feature: 1) The first step is to get the “Value ID” of your Social Network feature. To obtain it, hover your mouse over the Page Title icon. Look in the lower-left-hand-side of the your computer screen. You will see the link to your
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CRM (Data Manager)
The CRM Data Manager is a powerful information management system that enables you to manage and coordinate various sets of data with an easy to use, front-end user interface. Our CRM works in conjunction with our Awesome Forms feature. Via Awesome Forms, the data submitted via your Forms is easily managed. You’re able to view
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