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PP CRM Software Support
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Knowledge Base

We will do our best to assist you with any issues related to our products.

Getting Started

  • Knowledge Base
  • Getting Started
  • Setting up Notifications
  • Adding Alias Emails
  • Importing Customers, Contacts and Enquiries
  • Changing Attributes
  • Instructional video on how to use the Outlook Plugin
  • Setting up Gmail
  • Reporting a Bug
  • User Access
  • Auto Email Templates
  • Creating App Users
  • Sending Emails
  • Creating a Task
  • Creating an Enquiry
  • Creating a Customer Contact
  • Creating a Customer
  • Setting up your email footer
  • Setting up Postmark Email
  • Setting up SMTP Email
  • Integrating with Box.com

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