Discover how to effortlessly utilize modules within ChetsCRM software with our user-friendly guides, simplifying complex processes for seamless navigation and understanding.
To view a meeting and seamlessly integrate it into your workflow, follow these steps:Viewing a MeetingClick on the meeting ID to redirect to the dedicated meeting page, where comprehensive informatio...
Reports offer dynamic visualizations of project statuses, task progress, and sprint achievements through insightful charts, empowering stakeholders with comprehensive insights for informed decision-ma...
Learn how to efficiently manage your files by creating new folders and files within your file manager interface. This guide provides step-by-step instructions for organizing your digital content effec...
Efficient knowledge management is facilitated through the creation of categories and articles in ChetsCRM. To organize information systematically, start by creating a category. Once the category is es...
Here you will get a full guide about how to configure the settings of the ChetsCRM tool.Company DetailTo update your company details efficiently, follow these steps:Name: Enter the full name of your...
Customize your tool's appearance with the theme customizer. Adjust layout, colors, and more for a personalized interface.Accessing SettingsTo begin customizing the theme, locate and click on the setti...
To get started with ChetsCRM, simply sign up on our platform to create your company account. Once registered, you can customize your account settings, create roles and users, and start managing projec...
ChetsCRM seamlessly integrates with four of the most popular platforms: PayPal, Stripe, Slack, and Zoom Meetings. Certainly! Here's a more detailed explanation of how ChetsCRM integrates with popular...
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