Dear community,
we recently started using espo crm again and I am an absolute newbie with no programming skills whatsoever.
...
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Creating our own customized fields for Contacts
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Schedule Google Contacts Push
Is there a way (with normal Espo Tools), to trigger Google Contacts push on a regular basis?
Currently this needs to be done manually.
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Send to a contact list?
Hello,
I have a contact list in Espo.
I regularly receive a specific email to my personal mailbox in Espo. I would like to automatically...
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Workflow - Email Contact linked to Account
I am trying to setup a Workflow to email a contact that is linked to an account OR from a custom field with an email address in an account.
I do...2 PhotosLast edited by khopper; 03-07-2018, 08:28 PM.
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create a Contact profile
Hello, I am new to EspoCRM and am looking to switch over to this.
I've just imported 150 records into the Contacts area. This is a very small sample...
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converting contacts to leads
I just got started with espocrm and so this is likely a silly question: It's my understanding that potential clients should be initially added as leads,...