Xfinity Crm

Article Categories

Getting Start(4)

  • System Requirements
  • Installation Guide
  • Local Server Installation – WAMP
  • Local Server Installation – XAMP

Contacts(4)

  • Edit and update contact
  • Overview of Contact
  • List all contacts
  • Create Contact

Leads(4)

  • Edit and Update Lead
  • Overview of Lead
  • List all Leads
  • Create Lead

Tasks(3)

  • List all tasks and delete
  • Edit and update Task
  • Create new Task

Events(3)

  • List all events and delete
  • Edit and update Event
  • Create new Event

Search(2)

  • Global Search
  • Advance Search

Settings(6)

  • Users

  • Roles

  • Custom fields

  • Delete Custom fields and Sections
  • Edit and Update Custom fields and Sections
  • Create New Custom fields and Sections
  • List all Custom fields
  • Roles

Preference(5)

  • Language Translation
  • Theme Settings
  • Global Search Setting
  • Calendar Settings
  • Profile

Language(1)

  • Language Translation

Export CSV(1)

  • Export CSV

Categories

  • Getting Start 4
  • Contacts 4
  • Leads 4
  • Tasks 3
  • Events 3
  • Search 2
  • Settings 6
    • Users 1
    • Roles 1
    • Custom fields 4
  • Preference 5
  • Language 1
  • Export CSV 1

Popular Articles

  • System Requirements
  • Installation Guide
  • Local Server Installation – WAMP
  • Local Server Installation – XAMP

Latest Articles

  • System Requirements
  • Installation Guide
  • Local Server Installation – WAMP
  • Local Server Installation – XAMP
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