0.5 Installation and configuration guide for Google Meet on computer

4 minutes

0.4 Installation and permission guide for the Anydesk app on iOS

5 minutes

Room and Rate Setup

5 minutes

0.1 Mindset before learning OTA Sales in particular

0.11 Instructions for downloading the price template spreadsheet file to your computer

2 minutes

Introduction to Perfex CRM

1.1 Guide to buying official Perfex CRM

1 minutes

2.1 Getting familiar with the Perfex CRM interface

8 minutes

2.2 Add new employee user account

4 minutes

2.3.1 Guide to setting up the Leads section – P1

10 minutes

2.3.2 Guide to setting up the Leads section – Part 2

11 minutes

2.3.3 Set up custom fields for invoices – P1

3 minutes

2.3.4 Setting up custom fields for invoices – P2

4 minutes

2.4 Guide to setting up the ticket support section

4 minutes

2.5 Guide to the financial settings section

3 minutes

2.6 Guide to setting up the Email template section

11 minutes

2.7 Expansion module configuration guide

2 minutes

2.8 Customer segmentation setup guide

2 minutes

3.1 Guide to configuring general information and other settings on Perfex CRM

11 minutes

3.2 Google reCAPTCHA and Google API Configuration Guide

7 minutes

3.3 Instructions for configuring OpenAI to support ticket processing

2 minutes

3.4 Pusher installation guide to push notifications on browser and desktop

2 minutes

4.1 Guide to converting from the lead section to customers

4.2 Guide on how to create a new invoice

8 minutes

4.3 Instructions for correcting invoices upon request

2 minutes

5.1 Guide to adding a redundancy layer for data management

5 minutes

5.2 Enable the Database backup feature of Perfex CRM and data backup instructions

4 minutes

5.3 CRM data recovery and how to handle domain name changes for Perfex CRM

15 minutes

5.4 Running Perfex CRM on another backup server

5.6 Automatically synchronize database data from Server 1 to backup Server 2

6 minutes

Perfex CRM Manual Upgrade Guide

3 minutes