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 and Favorite
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

3rd, 4th and 5th Responsible

Assign more responsible for organisations than the current two.

Read the guide

New Options on The Main View

 Improve the overview of the organisation information.

Read the guide

GDPR

Send personal data on request

According to GDPR it is required that your organisation can provide all stored personal data on demand.

Read the guide

Requesting to delete data

As part of the GDPR it is required that persons can ask to have stored personal data deleted at any time.

Read the guide

Opt in/opt out, mailing lists

You must be able to document that persons receiving mass emails have explicitly accepted to receive these e-mails.

Read the guide

Customers access to edit own data

A company is required to give its customers or leads access and the ability to edit personal information that has been stored.

Read the guide

Haven't found what your were looking for?

We have video guides as well