Discover how to effortlessly utilize modules within ChetsCRM software with our user-friendly guides, simplifying complex processes for seamless navigation and understanding.
Learn the step-by-step process of creating a project, from initiation to task delegation, with our comprehensive guide on project creation. Let’s take a look at how you can create a project.Method 1...
Navigating the dashboard is essential for maximizing your productivity and accessing key features efficiently. Here's a more detailed explanation of how to use the dashboard options:Changing Dashboard...
Task management is a systematic approach to identifying, addressing, and resolving problems or challenges that arise within an organization, project, or any context where tasks may occur. It involves...
Creating an task is essential for effective project management and collaboration. In this guide, we'll walk you through three simple methods to create an task on our platform. Method 1: Dashboard...
Managing leads efficiently is crucial for successful business operations. ChetsCRM simplifies this process, offering user-friendly features to streamline lead creation. Here's a quick guide to get you...
In the journey from potential interest to a tangible business prospect, converting a lead into an opportunity is a pivotal step. ChetsCRM simplifies this process by offering two distinct methods for c...
In the journey of business development, creating a client is a pivotal step, and ChetsCRM provides three seamless methods to achieve this. Whether through direct conversion from a lead, transitioning...
Creating a campaign involves a systematic process to ensure effective campaign management. Here's a step-by-step guide on how to create a campaign using ChetsCRM:How to Create A Campaign?To create a c...
Billing in ChetsCRM allows users to manage subscription packages and payments efficiently. Users can easily view and update their subscription details, change packages, and access payment history with...
Users play a pivotal role in any software system, representing individuals granted access and permissions within the platform. From employees in an organization to customers on an ecommerce website, u...
Users are individuals who have access to the organization's system or platform, typically employees or stakeholders involved in various processes. Inviting users involves extending access to the syst...
Assigning roles is a fundamental aspect of user management within any system. It involves defining specific sets of permissions and responsibilities for users based on their organizational roles. By a...
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