Adding your first customer or contact
Adding a new contact in Jetpack CRM is quick and straightforward. You don’t need to know everything about a customer...
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How do I search contacts
Depending on your menu layout settings, you can search for contacts by accessing the list from Dashboard > Jetpack CRM... -
Set up your CRM Client Portal
Add a front-end portal for your contacts to access key data linked to your CRM via the Client Portal feature.... -
How do I bulk delete contacts
You can bulk delete your contacts by using the bulk action checkboxes on the contacts list view: Alternatively, you can delete... -
Your Jetpack CRM Contact List
So, you have your contacts in your CRM and are looking at your contact list. This is the central area... -
Use the “Not Contacted in X Days” Quick Filter
See which contacts haven’t heard from you in a while and take action accordingly by using Quick Filter’s Not Contacted... -
How do I change columns on Contact List View?
All Jetpack CRM objects use our custom List View. This means that on most of them you can select which... -
How to assign a contact to a company
Once you have created a contact in Jetpack CRM, it’s easy to assign that contact to a company. First, make... -
Adding Documents, Files, or Notes to a Contact
Keep all important information about your contacts organized by adding documents, files, and notes directly to their CRM records. The... -
Contact Fields and Form Field Mapping
Map a variety of fields from your contact form into Jetpack CRM when using contact form plugins like Contact Form...
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