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  • Very simple just have a look the link called " Files" which is under your name.Once Click the link find the Attachment below of the page with clear details of updated date etc.In the same page you can upload t...
  • What is WebTag CRM?

    30.06.2017 3:56 PM
    The customer’s area is fully separated from the admin area. Each customer has their own a portal where they can keep track of all financial data, project status, colanders, team plan and excursion to reach the deadlines....
  • Just click on Support Link from main navigation which open new support ticket page and find the “Open Ticket" button on right hand side. Here lot of options to make clients best communications like autoresponse....
  • Find the "Calendar" link right hand side corner which is under your name, just click to open Calenndar page.Tasks can have their own calendars. By default, tasks are scheduled based upon the project calendar....
  • From version 2.2.0 Google configuration is moved into a separate config tab in Setup->Settings->Google, this will allow a clear overview of all related Google config and features integrated into Perfex CRM....