Documentation

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

Companies is the section containing a list of partners or corporate enterprises with full of information such as: name, fax, website, email, business type

How to create the menu item "Contacts"

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

How to create a new company

  • Go to the "Company" menu item, Click on "New" button and fulfill the form
  • Then save all changes