We will guide you step by step through the whole installation and configuration process.

Files in your WHMCS directory should look like on the following screen.

File is located in 'modules/addons/mgCRM/license_RENAME.php' . Rename it from 'license_RENAME.php' to 'license.php' .

Enter your license key between quotation marks as presented on the following screen. You can find your license key in your client area → 'My Products' .

Folder is located in 'your_whmcs/modules/addons/mgCRM/' .

Log in to your WHMCS admin area. Go to 'Setup' → 'Addon Modules' . Afterwards, find 'CRM' and press 'Activate' button.

To do so, click on 'Configure' button, tick 'Full Administrator' and press 'Save Changes' .

We advice to set up the cron as often as you wish to send email notifications.
Recommended interval is each 5 minutes.

You can access your module at 'Addons' → 'CRM' .

Additionally, you can easily configure access to the clients' information depending on the admin role.

In 'Settings' page of the module you can check current module status, enable major features and define follow-ups settings.

• Integration with Asterisk VoIP Center For WHMCS
• Cron job setup
• Amount of CRM email templates
• Chmod of storage folder used by the module

General Settings enables you to decide whether to enable potentials, quotations and admin assignment across the CRM.

You can set up admin notification email templates upon creation of a new follow-up, edition of a follow-up and sending follow-up to the client.
'Note: You can define which notifications should be send upon a creation of a follow-up.

All available commands are listed in the 'API' page which can be accessed in 'Settings' → 'API'.

Additionally, you can manage existing fields and change their order through using buttons in the 'Actions' column.
To add a new field, press 'Add New Field' .

Additionally, depending on the chosen type there are additional options available:

• text - 'Required For Lead' , 'Required For Potentials' , 'Validation Regex' and 'Validation Error'.
• textarea - 'Required For Lead' , 'Required For Potentials' , 'Validation Regex' and 'Validation Error'.
• dropdown - 'Field Options' .
• checkbox - this field type has no additional options.

To change order, drag & drop field to desired position.
To show/hide the field, mark/unmark checkbox next to it.
Press 'Save' to store the settings.

Additionally, you are able to create a new CRM email template, which afterwards can be used for follow-ups.
To start creation of a new template, fill in its name and press 'Create Email Template' .

Save the template when you complete it.

Simply, proceed to 'Setup' → 'Email Templates' , they are stored under 'CRM Messages' section.

This way you can migrate them between two WHMCS systems and made a backup of your Leads, Potential and contacts stored in archive.
Under 'Available Fields' section you can find parameters used by imported/exported files, they depend on fields added in your CRM instance.

Imported file will not affect contacts for as long as you press 'Import' . Contact from the imported file will be added to your Leads and Potentials.

Among the graphs, can be distinguished graphs such as amount of Leads and Potentials per status, new contacts per admin, per month and per day.

To do so, simply choose desired time period and press refresh button as shown below.

Both pages contains the same features, Potentials can be enabled/disabled in the module settings and was introduced to allow separation of more important contacts.
The only diference between them is fact, that you can create new contacts only in the lead page.
As you can see on the following screen, here you can find the list of your contacts.

To restore default settings, press 'Revert to original visibility' .

Default settings can be restored by pressing 'Revert to original visibility' in 'Change columns' dropdown menu.

Next, fill in the details of a contact, displayed clients will be updated in the process.

Additionally, any custom field visible for lead will be displayed here.
Fill out the form and press 'Add Lead' to add the contact to list.

As you can see, in 'Other' dropdown menu actions such as 'Convert To Potential' , 'Call Out' and 'Remove' can be found.
'Note: 'Call Out' functionality requires you to have Asterisk VoIP Center For WHMCS installed and configured properly.

Press 'Details' to continue.

Press 'Assign' , choose admin from a dropdown menu and press 'Save' to do so.

After you make wanted changes, press 'Save' .

This can be done in two ways, by creating a new client from a contact or by assigning existing client to a contact.

Any follow-up can be removed or rescheduled using buttons in the 'Actions' column.
You can search for the desired follow-up using search box and sorting by one of the columns.

Here you can define:

• Date - (required) time when the notifications will be sent.
• Description - (required) short description of a follow-up, it will be afterwards visible in the follow-up list.
• Sales Admin - admin for whom ToDo entry will be assigned.
• Add To Admin ToDo List - add ToDo entry for the notification with the ToDo entry due date equal to follow-up 'Date' .
• Follow-up Type - allows you to define the type of a follow-up for easier determination of its purpose.

• Notify Client - email will be sent to the contact upon follow-up date.
  • Email Template - email template used for email sent to the client.
  • BBC - admin whose email will be injected into the email sent to the client.
  • Reply To - admin whose email will be used as email reply to field.
• Notify Sales Admin - an email will be send to the admins specified when the follow-up date comes.
  • Email Template - CRM email template used for notification send to the admins.
  • Admin To Notify - this field enables you to add multiple administrators to whom sales admin notification will be sent.
• Notify On The Creation - notification about creation of this follow-up will be sent to selected administrators.
  • Admin To Notify - this field allows you do choose admins who will be notified about creation of this follow-up.