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Click's CRM
Getting Started
Getting Started
Getting Started
Email Marketing
Campaign Automations
Digital Communication
Web Content
Web Tracking
FAQs
Step 1: Pre-Installation
Purchasing Power Apps Licenses
Creating a PowerPlatform Environment
Application User Authentication
Step 2: Registration and Installation
Register for Click's CRM
Avoiding Registration Errors
Click's CRM Installation Steps
Click's CRM Security Requirements
Click's CRM Installation Instructions for macOS Users
Step 3: Permissions
Lock Email Blocks Security Role Settings
CRM and Sales Engagement Security Roles
User Security Role Settings
Core Security Role Settings
Service Security Role Settings
Marketing Automation Security Roles
Step 4: System Configuration
CHIPS Authentication
Marketing Automation Settings
Step 5: Optional Setup
Connect Teams and SharePoint
Step 6: Checking for Updates and Updating
Checking for Updates and Updating CRM
Other
Uninstalling Click's CRM
Click Sitemap Groups
How to Make Changes to the Click Service User
Click Import Tool
Security Role Privileges and Access Levels Needed to Set up Subscription Management
Security Role Privileges Needed to Send Click Emails
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