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How to Add CRM News

October 24, 2024

Section 1: How to Access CRM System

Before accessing CRM system, you need to make sure the CRM system is activated.
After the CRM system is activated, it will appear in the left-side menu > Click CRM > Go to CRM System

Section 2: How to Add News for Different Customer Levels

How to Add CRM News | Picture 1
Step 1: After accessing to CRM system, click "NEWS"

Step 2: Click "Add News"
How to Add CRM News | Picture 2
Step 3: Add News Title, By who (optional) 

Step 4: Choose customer level

Step 5: Choose a photo to upload for the news (optional)

Step 6: Add News description

Step 7: Once done, click "Add"
How to Add CRM News | Picture 3
This is a sample news item with a news title, by who, picture, and news description.

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