Find the desired product help

Add Customer Relationship Management

 

Customer Relationship Management (CRM) tool helps businesses save time and grow productivity by implementing processes to generate, nurture and close customer leads.


Add CRM to C1

  • Click 'Store' on the menu bar and locate the 'CRM' tile
  • Click 'CRM' to view the product description
  • Click 'Free' to start the integration process

The End User License Agreement will appear:



  • Read the EULA fully and select the check box to agree, then click 'OK'

CRM will be added to your account. You will see the following confirmation message:




Open the CRM

  • Click 'Applications' > 'CRM' on the menu bar:



OR

  • Click 'Applications' on the menu bar then select 'All Applications' from the list




  • Click 'Open Module' on the 'CRM' tile




For help to use the CRM, see the online guide at https://help.comodo.com/topic-452-1-952-13231-Introduction-to-CRM.html