Introduction to CRM Contact Management

If you have any practical question(s), please feel free to visit the WordPress support forum, where our world-class support team has already answered hundreds of questions:
https://wordpress.org/support/plugin/...

If you're an existing customer and need further support, please reach out to us:
https://kb.jetpackcrm.com/crm-support/

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This video is a short introduction into contact management and covers

Adding a contact
Custom Fields such as hair colour, dietary requirements
How to modify the current fields (such as contact statuses)
Contact Actions (Add Quote, Add Invoice, Add Transaction)
How to make notes on a contact
How to go back and add extra information once saved

Jetpack CRM is the easiest to use CRM for WordPress. Start collecting your contact's information all in one place and use it to nurture your relationships with the people you care about the most.

Extend Jetpack CRM with our suite of powerful extensions

https://jetpackcrm.com/extensions/

Mike is one of the team behind Jetpack CRM and through these videos will be helping you to use Jetpack CRM to its full potential and help you drive more leads, make more connections and nurture these into lasting relationships for the times you need them the most.