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...
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Getting Started
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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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