CRM
Learn how to use the CRM portal to manage products, marketing campaigns, and system configurations.
- A Tour of the CRM Portal
- Dashboard Overview
- Create a Product (One-Time and Subscription)
- Product Configuration Fields
- One-time Product Setup
- How to Create Email Templates
- How to Create a Coupon
- How to Configure a CRM Web Form
- How to Create a Promotion
- Use Templates Premade Components
- Understand the Patient Referral Program
- How to Set Up Pay Later
- How to Create a Subscription for a PatientLearn how to create a recurring subscription for a patient directly from their profile without generating an immediate order.