Documentation

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

CleverCRM allows you to manage, capture, and edit your tasks easily. With these task lists, you'll be reminded to accomplish all the to-dos perfectly, just stay organized and on top of everything you need to do. From there you can begin to organize and prioritize so you know exactly what to focus on and when.

How to create the menu item "Tasks"

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

How to create a new task

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