Foundation

Owned by Spyroulla Ioakim

Last updated: Jul 15, 2024

1 min read

The foundation user manuals provide clear documentation and instructions to help users navigate and utilise the platform’s features, optimising workflows and maximising capabilities.

GENERIC SETTINGS

Configure a range of system platform settings (Time Zones, Languages, Countries of Agreement, Tags, Test/Live mode) that are applicable across the software.

INTEGRATIONS

Enable integrations to enhance CRM.COM workflows and extend the functionality of the platform.

AUTOMATIONS

Streamline and automate repeatable tasks necessary for smooth operations.

CUSTOM EXTENSIBILITY

Tailor certain areas of the system according to your unique business needs using Custom Fields and Custom Forms.

EVENTS

View events triggered by a user or a process.

LOGS

View and analyse API logs executed by CRM.COM.

BULK DATA OPERATIONS

Quickly onboard existing data into CRM.COM.

TIME TRAVEL

Simulate various scenarios and test the impact of different subscription and billing settings without affecting real-time data.

TEAMS

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