Getting started: install Jetpack CRM
Install and set up Jetpack CRM on your WordPress site. On this page you can find the instructions to install...
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Getting Started
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General CRM Settings
Ensure your CRM work the way you and your team need it to via the General settings. By accessing the... -
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... -
Overview of Jetpack CRM
Jetpack CRM is a full CRM which is operated from within your WordPress Admin area. There’s no need to hand... -
Jetpack CRM Menu Styles
Jetpack CRM WP Admin menu choices Jetpack CRM comes with menu choices for how you want to operate the CRM... -
How do I assign Calendar Appointments to Customers?
You can assign contacts or companies to any task in the task scheduler (our name for Calendar appointments). To get... -
Setting up a WordPress site (web hosting for Jetpack CRM)
Getting Started Jetpack CRM is different to many other CRMs in two respects: Jetpack CRM is a self-hosted CRM. This... -
Get started with adding customers data into Jetpack CRM
You can use different ways to import your customers data. Choose one or more of them to start adding contacts... -
How do I update my paid Jetpack CRM extensions?
If you have a valid license key on your Jetpack CRM site, paid extensions can be updated from within WordPress,... -
Contact Tags
Creating a new tag Viewing contacts by tags On that same Contacts > Tags page, you’ll see a “count” column...
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