Course Content
Free preview |
Enrollment required
Bài học
0/5
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
General introduction and initial setup for Perfex CRM
0/2
Perfex CRM Initial Setup Configuration
0/11
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
Custom settings on Perfex CRM
0/4
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
Perfex CRM User Guide
0/3
Upgrade and backup/data backup for Perfex CRM
0/6
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