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CRM & Lead Management for WordPress by vCita Plugin WordPress, Télécharger, Installer

CRM & Lead Management for WordPress by vCita Plugin WordPress

CRM for WordPress that helps you capture more leads and manage customers and contacts effectively.

CRM & Lead Management for WordPress by vCita Télécharger Maintenant

Télécharger Maintenant

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https://wordpress.org/plugins/crm-customer-relationship-management-by-vcita/

Comment Installer CRM & Lead Management for WordPress by vCita Plugin, Manually

Install the vCita CRM for WordPress

  1. Download “CRM & Lead Management for WordPress by vCita” and activate it.
  2. Connect your WordPress site With you vCita account. You may connect an existing account or create a free one via the plugin by simply providing your Email address. This Email will be used for notifications from vCita, and will never be available to your clients and website visitors.
  3. Add the vCita Lead Capturing widgets to your site by checking the box next to the widget you’d like to add. You can customize the widgets to perfectly match your business need and website design by clicking the “Preview & Edit” link. Every lead captured using the vCita widgets will automatically be added to your CRM.
  4. A new CRM tab will be added on your left bar for easy navigation.

Import Existing Client

  1. Click on “Access Client Records”
  2. Navigate to “Clients” section
  3. Click “Import Clients”
  4. Choose from where to import: Google Contacts or a CSV file.
  5. A list of all your contacts will be presented
  6. Select to import all, or choose explicitly which contacts to import.

Add vCita Widgets

Step by step instructions for implementing vCita widgets into your wordpress site are available in these support articles

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CRM & Lead Management for WordPress by vCita Plugin WordPress

CRM & Lead Management for WordPress by vCita Plugin WordPress

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