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  • GCors CRM Manual (EN)

  • Portal

    • Sign Up

    • Log In

    • Demo data

  • Basics

    • Application access

    • Setting up a user account

    • Dashboard setup

    • Global Search Setup

  • Working in application

    • Field types

    • Field properties

    • Record search

    • Enter a new record

    • Modify an existing record

    • Enter a related record

    • Enter sub-record

    • Delete a record

    • Record overview

  • Marketing

    • Creating a marketing list

    • Send an SMS campaign from GCors CRM

  • Administration

    • Basic application settings

    • Drop-down list

    • Arrange the fields on the form

    • BulkGate SMS integration

    • Setting the initial sorting of records

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GCors CRM Manual (EN)
Basics

Basics

Application access

You can access application using any modern web browser. Some of thees are: Chrome ( https://...

Setting up a user account

When you first time login into application you can set up your workspace so that you feel comfort...

Dashboard setup

To configure Dashboard by your wishes it is necessary to go on Main menu - My account - Dashboard...

Global Search Setup

Purpose of Global search is for quick finding some record by searching multiple forms. So, for ...

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Created 4 years ago by GCors CRM Team
Updated 4 years ago by GCors CRM Team
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