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Comodo One - Admin Guide

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App Store > Add Customer Relationship Management
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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
  • The CRM interface will open in a new tab or the current tab as configured in 'Settings' > 'Comodo One Application Launch'. See Configure application launch settings in Configure C1 Settings for more details




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