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Xcitium Platform

Xcitium Platform

Xcitium - Admin Guide

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App Store > Add Customer Relationship Management
  • Introduction To Xcitium
  • Sign Up For A Xcitium Account
  • The Admin Console
  • The Dashboard
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  • App Store
    • Add Acronis Backup
    • Add Quote Manager
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    • Add Customer Relationship Management
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    • Configure App Settings And Service URL
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  • Configure Xcitium Platform Settings
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  • Appendix 1 - Dragon Platform Versions
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  • About Xcitium Security Solutions

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 Xcitium

  • Click 'Store' on the CD menu bar
  • Locate the 'CRM' tile
  • Click 'Free'



  • 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 if configured in 'Settings' > 'Xcitium Application Launch'.




For more help to use CRM, see https://help.Xcitium.com/topic-457-1-983-14564-Introduction-to-CRM.html
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