Introduction to CRM Contact Management

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This video is a short introduction into contact management and covers

- Adding a contact
- Custom Fields such as hair colour, dietary requirements
- How to modify the current fields (such as contact statuses)
- Contact Actions (Add Quote, Add Invoice, Add Transaction)
- How to make notes on a contact
- How to go back and add extra information once saved

Jetpack CRM is the easiest to use CRM for WordPress. Start collecting your contact's information all in one place and use it to nurture your relationships with the people you care about the most.

Extend Jetpack CRM with our suite of powerful extensions

Mike is one of the team behind Jetpack CRM and through these videos will be helping you to use Jetpack CRM to its full potential and help you drive more leads, make more connections and nurture these into lasting relationships for the times you need them the most.

[camillebattistelli]

Hello, thanks for this tutorial, i have 2 questions : Can I make btob and btoc group ? and can i define a discount for my customers on my futurs quotes ? :)

[ertanbozkurt]

is it possible to import contacts from wordpress user database? i don't want to spend my time with adding every single customer

[commonsense]

Is it possible to run multiple jetpack CRM installs on a single Wordpress installation? Or maybe multiple databases for independent CRM installs on a single Wordpress installation???

[RuthSmart]

Can customer details be imported from WooComerce ?

[DSL-Edge]

It would be helpful if I could understand what this guy is saying. It sounds like he is mumbling. I can only understand about a half of his words. I tried to understand, but this was totally NOT helpful.