Adding your first customer or contact Adding a New Contact in Jetpack CRM Adding a new contact is simple in Jetpack CRM; all you need to...
How do I search Customers Jetpack CRM lets you search you contacts from the “View Contacts” page This search matches any instance of the string...
How does the Client Portal Work? The Client Portal adds a front-end portal for your contacts to access key data linked to your CRM. This means...
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...
Quick-Filter Guide: Not Contacted in X Days As of v2.0 we’ve started adding Quick-Filters to Jetpack CRM. v2.4+ saw us roll out list-views to all of our...
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 a contact in Jetpack CRM, it’s easy to assign that contact to a company. First you’ll need...
Adding Documents, Files, or Notes to the Contact Record Jetpack CRM lets you manage documents against your contacts through file uploads which are then attached to the record. This is...
Contact Fields and Form Field Mapping For various form plugins and imports, you may wish to know which field names are available to use in Jetpack...