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help.erxes.io
1. Getting Started

1. Getting Started

Must do settings required for all features and future use cases

15 articles

Customer Feedback Survey10 May 2023

1. Initial Setup

5 articles

1. Signing up14 May 2023
2. General system configuration14 May 2023
3. Create your Brands and Channels13 May 2023
5. PropertiesThe quick view finder helps you to view basic information on both companies and customers alike. Add groups and fields of the exact information you want to see.16 Nov 2021
4. Integrate with other applications16 Nov 2021

2. Operational Setup

9 articles

1. Import Existing CustomersYou will learn how to to import existing customers to the Erxes database, as well as importing and exporting other necessary datas.27 Aug 2024
3. Creating Permissions27 Aug 2024
9. Customize your Tasks15 May 2023
8. Customize your Tickets15 May 2023
7. Add your product and services15 May 2023
6. Customize your Sales Pipeline15 May 2023
5. Create an erxes Messenger15 May 2023
4. Customize your Knowledge Base15 May 2023
2. Inviting Team Members6 Sept 2021

3. Dictionary

1 article

What does erxes mean? How do you pronounce it?23 Feb 2024

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