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.
Activities of extra importance can be set to alert the user through a pop-up notification.
Read the guide
You can now add 1 default template and 5 favourite templates.
Distribute meetings for your users on a number of organisations from a report.
Technical guide to setup SPF, DKIM and DMARC.
General guidelines to avoid e-mails to be mistaken for spam.
The website integration allows information to be imported into webCRM.
Layout and edit your newsletters and email templates.
Assign more responsible for organisations than the current two.
Improve the overview of the organisation information.
According to GDPR it is required that your organisation can provide all stored personal data on demand.
As part of the GDPR it is required that persons can ask to have stored personal data deleted at any time.
You must be able to document that persons receiving mass emails have explicitly accepted to receive these e-mails.
A company is required to give its customers or leads access and the ability to edit personal information that has been stored.
We have video guides as well