Note: This guide presumes you already have WordPress installed. If you don’t know what that means, go here first.
Jetpack CRM is a free WordPress plugin. This means getting setup initially is super simple. If you haven’t already installed and activated the plugin, we’ll explain how to do so below.
Installing Jetpack CRM from your WP Admin Dashboard
Log into your WP Admin dashboard, then go to Plugins > Add New.
Search the WordPress directory for Jetpack CRM. Click Install Now next to the plugin.
The Install Now button will change to Activate after Jetpack CRM has been installed. Click the Activate button.
That’s it! Jetpack CRM is now active on your WordPress site.
Installing Jetpack CRM by Manual Upload
If you’d instead prefer to upload Jetpack CRM manually, or the above installation method doesn’t work for some reason, you do the following:
Visit the Jetpack CRM plugin page in the WordPress.org repo, and click the blue Download button. This will download the plugin file (zero-bs-crm.zip) to your computer.
Log into your WP Admin dashboard, then go to Plugins > Add New.
Click on Upload Plugin, select the plugin file you downloaded (zero-bs-crm.zip), and then click Install Now.
Click Activate Plugin.
You’re all set!
Further Help Installing
WordPress provides a detailed guide on installing and managing plugins here.
If you experience any issues when installing the Jetpack CRM plugin, please do let us know.