Signing Up
The AI Wizard
Navigation
Accounts
Leads
Leads Api
Cases
Tasks
Calendar
Customizing Fields
Modifying drop-down fields
System Tables
Pointer
Users
Queries
Reports
Dashboard
Roles & Permissions
Advanced permissions
Triggers
Form & Fields Rules
Modifying Tabs
The Visual Workflow Designer
Importing / Exporting Data
Add a CRM to an existing project
Creating Landing Pages
Creating Customer Portal
Portal Users and Permissions
Master page
Manage pages
The editor
Drag and drop elements
Page layout - responsive grid
Grid elements
Container height
Text elements
Links
Anchor
Image and video elements
Parallax effect
Menu element
Form
Button
Element align
Themes & theme maker
CSS
Responsive design
Javascript
Database web widgets
Registration
Login
Database form
Data table
Search form
Data gallery
Charts
Counter
Dynamic data grid
Dynamic page
Displaying user details
Javascript example
Javascript data object
Create object
Read object
Update object
Delete object
Logout
Objects
Retrieve object
Batch operations
NodJS API Example
Integrgations
Gmail
Google Calendar
Mail
QuickBooks Online
Zapier
MailGun
Twilio (SMS)
Plivo (SMS)
Google Sheets
Excel
Website & Web project settings
Connecting a domain
Enabling SSL
Webmaster tools
Sitemap
Static file manager
We’ve got comprehensive guides for each topic that should help out with creating your cloud CRM. Use the Navigation menu or the Search on left.
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