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...
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...