Knowledge Base

Introduction and Configuration of the Sales Opportunity Module

> **Before you begin:** The Sales Opportunity module must be enabled before use. > Go to **Settings → System Upgrade**, locate the **Sales Opportunity** module, and activate it. > Once enabled, the **Sales Opportunity*…

Integrating CRM with Forms Created Using Elementor

> **Before you begin:** This module must be enabled first. Go to **Settings → System Upgrade** > and activate **Integration with Elementor Pro Forms**, then return to this guide. The **Elementor Pro** > plugin must also …

Send Free WhatsApp Messages Through WordPress CRM

> **Before you begin:** This module must be enabled first. Go to **Settings → System Upgrade**, > find **WhatsApp** in the list of available modules, and activate it. Then return to this guide.

Configuring Settings to Connect VoIP to CRM

> **Before you begin:** This module must be enabled first. Go to **Settings → System Upgrade** > and activate the **VoIP** module, then return to this guide.

Introduction and Configuration of the Knowledge Base Module

> **Activation required:** The Knowledge Base module must be enabled before use. > Go to **Settings → System Upgrade**, locate the **Knowledge Base** module, and activate it. > Once enabled, the **Knowledge Base** menu…

Introducing the Timesheet Field for Project Management

> **Before you begin:** The Timesheet module works as a field inside Form Builder, not as a separate menu item. > The fastest way to start is to load the ready-made **Project Timesheet** template from > **Settings → Syst…

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