System Setup

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Setting up ChannelCRM system is assembled in one screen. The general idea is that different areas are examined from the left top corner and a setup is completed when the lower right corner is reached.

 

The areas are opened by clicking on the links. Is there a message in red text, it is a signal that the setting must be changed or added a value for the system to work. The same information can be observed through the three different icons seen in the individual regions upper right corner. Red Triangle signals lack of information. Gray squares means that there may be configuration needed. Green circle means that everything is probably ok.

 

 

Look for more help in the individual sections.

 


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