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Customers

  • 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...
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