Xfinity Crm

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