There are 10 types of settings in CRM settings, and lists have blown up.
Users are employees in your organization who can log into their SalesHiker CRM accounts. Access information and perform tasks according to permissions that have been defined for them. In SalesHiker...
You can mimic your organization-wide hierarchy in SalesHiker CRM with the help of Roles. You can assign identical designations to your employees like Sales Manager, Support Engineer, etc. User’s position...
Profiles are used to control actions that users can perform on records. In addition, profiles can be used to restrict access to specific fields, modules, and features such as import,...
Groups can be combined on different users, roles, roles and subordinates and groups within an organization. Groups will help you to build teams to share a common set of records....
Sharing Rules are used to configure data sharing rules across users in the role hierarchy. In SalesHiker CRM, the default access for CRM records is set to public, which enables...
Module SalesHiker CRM includes a flexible framework with over 20 modules covering Sales, Support, Marketing, Inventory, Projects, Calendar and many more. Module Manager gives you the flexibility to enable, disable...
SalesHiker CRM offers a set of default fields. Module Layouts & Fields feature enables you to create custom fields, rearrange fields, edit field properties, and move fields inside and across...
This feature helps you to customize the numbering of records according to your requirements. SalesHiker CRM offers default numbering to correspond to every module in SalesHiker CRM. We recommend you...
Webforms Creating Webforms A website with a webform is said to be the easiest way to implement lead capturing strategy. To create one for yourself, you’ll need to fill in...
Tax Management Terms and Conditions Tax is a fee charged (“levied”) by a government on a product, income, or activity. SalesHiker CRM gives you the flexibility to manage local and...
Click setting icon in the top right Click CRM Settings Click Workflows. You’ll need to provide basic details that include selecting a module and scheduling workflow. Workflows gives you the...
Once it is installed, it provides the Module Manager configuration tool under Settings. With this you can enable, disable or control settings of SalesHiker CRM modules. On disabling a module,...
Steps to configure the Customer Portal Settings in SalesHiker CRM. Go to Settings Icon > CRM Settings > Configuration > Customer Portal Default Assignee Select a user to automatically assign...
Go to Settings Icon > CRM Settings > Configuration > Currencies. This feature enables you to configure national and international currencies to help you in dealing business operations with your...
This feature helps you to configure Outgoing Server with SMTP (Simple Mail Transfer Protocol) settings of your email server to manage sending out emails from SalesHiker CRM. Go to Settings...
It’s no wonder that every company has a dedicated Support team. You might have hundreds of employees working in a support team. Customers might not like to get in touch...
1.Go to Settings Icon > CRM Settings > Configuration > Picklist Field Values. To customize picklist fields, you’ll need to select the desired [Module] from the Select Module dropdown (ex:...
For instance, we will consider a real time example. I have two different fields in the Contacts Module. Football Team – source field, and Football Players- target field. When a...
1.Go to Settings Icon > CRM Settings > Configuration > Main Menu. Drag and drop a Module to move/reorder it. You can Remove a Module from the App and Add...
My Preferences will help you to configure your personal information. 1.Go to setting->crm Setting ->My Preferences->My Preferences. 2.Update the following details and click Save 3.Click on upper right click More...
Lead Conversion Data Mapping In this article, we’ll show you how to make data collected in any custom fields that you have created in your Leads record, automatically flow to...
This feature helps you to customize the numbering of records according to your requirements. SalesHiker CRM offers default numbering corresponding to every module in Saleshiker CRM. We recommend you to...
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