Documentation

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

Projects help you organize your tasks into separate lists. CleverCRM offers you a simple way to create, edit, delete and manage any kind of project with different categories.

How to create the menu item "Projects"

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

How to create a new project

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