CRM

Upcoming Schedules

If you want to see an overview of the all the events that are coming up, you can find them aggregated on the Upcoming Schedule section of Overview menu in the CRM module.

You need to go to WP Admin Dashboard → WP ERP → CRM → Overview

If you want to learn more about an event click on the details button.

You will see an overview of that event.

To learn more about how you can schedule events visit here.

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