Product Guides

 Here you'll find product guides for your webCRM system. This page will be continually updated, but if you can't find help here, don't hesitate to get in touch with our customer support.

Activity Alert
and Pop-up

Activities of extra importance can be set to alert the user through a pop-up notification.

Read the guide

Default
Templates

You can now add 1 default template and 5 favourite templates.

Read the guide

Mass Creation
of Meetings

Distribute meetings for your users on a number of organisations from a report.

Read the guide

Mailjet, SPF, DKIM and “On behalf of”

There's a constant need for strong methods to detect and avoid spam emails.

Read the guide

E-mails and
Anti-spam

More and more legit emails get banned as spam.

Read the guide

Website Integration - Inbound Module

The website integration allows information to be imported into webCRM.

Read the guide

Editor for Newsletters, Emails and PDF Files

Layout and edit your newsletters and email templates.

Read the guide

Haven't found what your were looking for?

We have video guides as well