CRM Docs

Introduction

GETTING STARTER

Account

Working space

Pancake CRM Package

CONFIGURATION

General setting

Automated record

Users

Conversion event

Lead form management

FIELDS

Basic

Advanced

System

VIEWS

Basic

Advance

RECORDS

New page

New page

Automation

Use automated workflows

Automated message

ADVANCED FEATURE

CAPI- Meta Conversion event

Connect with the Webcake Forms

DASHBOARD

Using the Contact Overview Report

EXTENTIONS

Sync record

FOR DEVELOPERS

Webhook - API

CRM Docs

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Introduction