Getting Started: Installing Jetpack CRM is a free WordPress plugin. This means getting setup initially is super simple. If you haven’t already installed...
General CRM Settings To configure your CRM, you can go to Jetpack CRM > CRM Settings: Below we highlight some of the settings...
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...
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...
Why has my WordPress Menu Disappeared Jetpack CRM Menu Choices Jetpack CRM comes with menu choices for how you want to operate the CRM with your...
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: It does not run on your computer...
How to Get Customers into Jetpack CRM If you’ve landed here, you probably want to get your existing leads and customers into Jetpack CRM. Great to have...
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 Adding a new tag Click Contacts > Tags at the Jetpack CRM menu at the top, and add a new...