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 3:27 PM

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