Documentation

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

Activities is the section containing a lot of things you're implementing any business/commercial/marketing/manufacturing/trading activity with personal clients, agencies, partners, companies, or organizations.

How to create the menu item "Activities"

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

How to create a new activity

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