Getting Started

These steps are for first-time users of WP-CRM System. It will guide you through everything you need to know in order to get started.

Install WP-CRM System

  • First, log into your site with an administrator account.
  • Navigate to Plugins, then click Add New.
  • In the search box to the right, type WP-CRM System
  • Click the Install Now button in the WP-CRM System box
  • After the plugin has been installed, click the Activate Plugin button.

Set up WP-CRM System Options

Once the plugin has been activated for the first time, you should find a notice at the top of your screen saying "Please visit the WP-CRM System Dashboard page to set your options and complete set up." Click the link in that notice to be directed to the correct page. Here is a  detailed guide for configuring the basic settings in WP-CRM System.