Getting Started: Installing Jetpack CRM is a free WordPress plugin. This means getting setup initially is super simple. If you’re reading this, you’ve...
General CRM Settings If you’re using the Full or CRM Only menu layout, you can find the settings by going to CRM Settings...
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 some menu choices for how you want to operate the CRM with...
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...
Setup a WordPress site (web hosting for Jetpack CRM) Getting Started (Without Hosting) Jetpack CRM is different to many other CRMs in two respects: It does not run on...
How to Get Customers into Jetpack CRM If you’ve landed here, you probably want to get your existing customers (or leads) into Jetpack CRM. Great to have...
How do we make our own tags, assign customers to these tags, and filter customers by these tags? You can easily manage tags by clicking ‘Contacts -> Tags’ at the Jetpack CRM menu at the top. Add as...
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 of all...
How to Show/Hide Address Fields & Second Address In Jetpack CRM you can show and hide address fields against a contact, company etc. You can also optionally add...