CRM

the CRM component icon

 

the CRM “People” page, searching for a user

 

The CRM (Customer relationship management) is a component of the Site Stacker admin portal. The CRM is a database of people and group records (not to be confused with User Groups). The CRM also holds configuration settings for Entities, Record Types, and more.

 

Location: Admin Portal


Modified on Mon, 25 Sep 2023 at 03:27 PM

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Make sure these features are added to your Site Stacker installation by learning how to run updates here!