7
CRM Categories & Actions
- How can I configure which user type can complete each step when creating a CRM Action?
- How can a parent/student view a CRM Action? Which steps are required?
- How can I create a quick action on my dashboard to create a CRM Action?
- What is the meaning of auto approval in a CRM Action?
- Add New CRM Actions
- Create New Entity
- Manage Entities
