Documentation

Documentation for the Clever CRM and official add-ons can be found below.

Contact is a section containing customers' information like name, date of birth, email address, phone number, company, job level, etc. 

How to create the menu item "Contacts"

  • Go to Admin > Menus > Add new
  • Menu item type: Clever CRM » Contact
  • Template style: clever_crm - Default

How to create a new contact

  • Click on "New" button and fulfill the form
  • A green message will appear then to announce "Module installation is already successfully"