Installing the CRM: Customer Request Management Solution: Difference between revisions

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(Created page with "{{#seo: |title=Installing the CRM: Customer Request Management Configuration |titlemode=append |keywords=Planfix, Configuration, configurations, CRM, Customer, Request Management, crm, Installing |description=Installing the CRM: Customer Request Management Configuration }} To install the CRM: Customer Request Management configuration, go to the [https://planfix.com/configurations/crm-p160/ configuration page] and click on the '''Install configuratio...")
 
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To install the CRM: Customer Request Management [[Configurations | configuration]], go to the [https://planfix.com/configurations/crm-p160/ configuration page]  and click on the '''Install configuration''' button.  
To install the CRM: Customer Request Management [[Configurations | configuration]], go to the [https://planfix.com/configurations/crm-p160/ configuration page]  and click on the '''Install configuration''' button.  


Once the installation is complete, switch to the '''Project Management''' workspace to access the dedicated interface for Project Management:  
Once the installation is complete, switch to the '''Customer Request Management''' workspace to access the dedicated interface for Customer Request Management:  
https://s.pfx.so/pf/bO/fYIlKN.png
https://s.pfx.so/pf/4v/hX5W3c.png




You can return to the basic workspace in the same way.
You can return to the basic workspace in the same way.

Revision as of 13:43, 7 April 2023

To install the CRM: Customer Request Management configuration, go to the configuration page and click on the Install configuration button.

Once the installation is complete, switch to the Customer Request Management workspace to access the dedicated interface for Customer Request Management: hX5W3c.png


You can return to the basic workspace in the same way.