How do I customize my Perfex CRM?
PerfexCRM is a robust and flexible customer relationship management (CRM) system, specifically designed for small and medium-sized businesses to optimize workflows, manage customers, and enhance business performance. With its user-friendly interface and diverse features, PerfexCRM…
How to Create Banners & Announcement Sliders in Perfex CRM?
To create banners or announcements displayed on the Perfex CRM system after installing the PolyUtilities module, follow these steps: Step 1: Navigate to PolyUtilities/Banners. Step 2: Select “Create new banner” and enter the information for…
Guide to Install and Use PolyUtilities for Perfex CRM
Thank you for choosing PolyUtilities module for Perfex CRM. If you have any questions that are beyond the scope of this help file, please feel free to email us via contact form here. Demo of PolyUtilities…