Customers

Adding a New Contact in Jetpack CRM Adding a new contact is simple in Jetpack CRM; all you need to...

Jetpack CRM lets you search you contacts from the “View Contacts” page This search matches any instance of the string...

The Client Portal adds a front-end portal for your contacts to access key data linked to your CRM. This means...

You can bulk delete your contacts by using the bulk action checkboxes on the contacts list view: Alternatively, you can delete...

So, you have your contacts in your CRM and are looking at your contact list. This is the central area...

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...

All Jetpack CRM objects use our custom List View. This means that on most of them you can select which...

Once you have created a contact in Jetpack CRM, it’s easy to assign that contact to a company. First, make...

Jetpack CRM allows you to upload documents, files, and add notes to contacts. This is useful for storing things like:...

Jetpack CRM allows you to use third party plugins, like Contact Form 7 and Gravity Forms, to add contacts. You...