Documentation

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

Procurement is the process of sourcing and acquiring the goods and services a company needs to fulfill its business model. An effective procurement strategy can save company money by negotiating favorable terms and pricing, and ensuring supplier quality and efficiency.

How to create the menu item "Procurements"

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

How to create a new contact

  • Login your account in front-end > Clever CRM default menus > Settings > Procurements
  • Click on "New" button to create a new procurement