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

Syncing ratings from Botcake to Pancake CRM

DASHBOARD

Using the Contact Overview Report

Use Dashboard in Pancake CRM

EXTENTIONS

Google Calendar

Schedule Appointment

Booking Management

FOR DEVELOPERS

CRM Docs

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Use the Pancake Tag Field