CRM

Tutorials and FAQs

CST Setup Quick Guide

Step-by-step instructions on setting up the customer service ticketing.

Implementing a members only area "wishlist"

Inserting the "add to favorites" links, customize the favorites login page.

Videos

Sales Opportunities and Forecasting
Activity, Tasks, Notes
Import Customer Records
Introduction to the CRM

Other articles

Exporting product and customer data
How to use email campaigns to notify customers of secure zone access expiry

Customers

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Understanding CRM contacts
Managing customers & orders
Managing customers & cases
Managing customers & subscriptions
Manage customer sales opportunities

Web Forms

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Basic Web Form Guide
Understanding the Web Forms panel
Customizing WebForms
Collect payment using a webform
Customizing Web Form HTML

Social media

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Facebook login
Facebook Like
Facebook Comments
Facebook Send
Twitter Tweet

Comments

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Managing comments
How Do I output Custom CRM Fields
Customizing comments
Using the Comments Module

CAPTCHA

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Enabling CAPTCHA
Using reCaptcha v2 for your forms