To start working with CRM objects, you need to perform these steps right after plugin installation:
To get to the plugin's administration menu you can use gear button in the CRM main menu.
CRM button will appear to users who have granted permission to Aceess main menu CRM. If you don't see this button, go to Manage Add-ons sections and configure permissions. |
After plugin installation you must set up access to plugin's objects and features, otherwise your users will not see CRM menu and its dictionaries.
After plugin installation, there will appear settings and data in CRM dictionaries as an example. You can delete them or add your own settings.
Before start to work you should also set up contacts and companies dictionary attributes.