CRM Docs

Introduction

GETTING STARTER

Pancake CRM Package

CONFIGURATION

General setting

Automated record

Conversion event

Lead form management

FIELDS

Advanced Fields

VIEWS

RECORDS

Automation

Use automated workflows

Automated message

ADVANCED FEATURE

CAPI- Meta Conversion event

Connect with the Webcake Forms

Connect with Botcake

Create an order on CRM

DASHBOARD

Using the Contact Overview Report

EXTENTIONS

Google Calendar

FOR DEVELOPERS

CRM Docs

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Pancake CRM Package

Below are instructions for creating a package to use Pancake CRM software