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...
- Home
- Jetpack CRM Core
- Getting Started
Getting Started
-
-
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...
Need Support?
Can't find the answer you're looking for? Don't worry we're here to help!
CONTACT SUPPORT