Read Time: 3 minutes In this, the fourth video, we explore the Customer Feedback form mechanism in Sangam CRM. The Feedback form can be sent using Email, WhatsApp, or SMS. Why we are calling it smart feedback? Because it is smart, and simple Many … Read More
Using Variables in Templates for SMS, Email & WhatsApp from CRM [watch video]
Read Time: < 1 minute In this, the third video of Sangam CRM, we explore how to use Variables in Templates to send SMS, Email or WhatsApp from the CRM. If you have not yet seen the first video on CRM Templates then check this … Read More
Send SMS, Email & WhatsApp from CRM (using templates) [watch video]
Read Time: < 1 minute This is the second video of Sangam CRM. In this video, we explore how to send SMS, Email or WhatsApp from the CRM, with or without using templates. Sending Email from any view (list view, or detailed view), Any module. … Read More
Basic CRM Search, sort and filter using List view [watch video]
Read Time: < 1 minute This is the first video of Sangam CRM, which explains Basic CRM Search, column customisation and sorting features. It covers the following functionalities: Changing the number of rows displayed on per page How to add or delete columns from the … Read More