“Account Planning module for Perfex CRM” Documentation by “modulesic” v1.0

“Account Planning module for Perfex CRM”

Created: 17/04/2020
By: Derek Armstrong
Email: info@modulesic.com

Thank you for choosing Account Planning module for Perfex CRM. If you have any questions that are beyond the scope of this help file, please feel free to email us via contact form here.

Table of Contents

  1. Upload & activate the module
  2. How to use Account Planning module

A) Upload & activate the module - top

    * Prior starting installation, please make sure that no open_basedir restriction is applied at your PHP configuration and that shell_exec is enabled. Whereas in 95% of the hosting providers around, got a proper config that includes the above guides, you may need to adjust your PHP configuration settings if your provider offers these settings disabled by default.

    - Steps of Installation:

  1. Extract your downloaded file contens. You will notice a folder called "documentation" and a new zip file, called "upload.zip". Since "documentation" folder contains this readme file and helpful instructions that are not needed in your Perfex CRM's installation, we will focus on the "upload.zip" file.
  2. "upload.zip" contains the module files (in a module format) that you upload in Perfex CRM's Modules installation section.
  3. Go to your Perfex CRM's Admin area and select the following menu item: SETUP > MODULES.
  4. Select the extracted upload.zip at Module installation selection prompt and press INSTALL.

  5. Find the newly installed module and press ACTIVATE.
  6. You will be told that module is successfully activated.

    7. That's it! You are now ready to start using the module.


B) How to use Account Planning module - top

    The use of the module may vary, upon different conditions and different scopes of every webmaster or staff member.
    Different companies got different needs and different approaches to their clients can be applied through this awesome account planning tool.

    Feel free to create your first project through ACCOUNT PLANNING -> ADD NEW menu and explore your new module, which contains lots of useful functions ( Due Diligence / Team Information / Service Ability Offering / Project Planning / Strategy MindMaps etc ).

Once again, thank you so much for purchasing this module. We will be glad to help you if you have any questions relating to this module.
Please visit Support Ticketing Area in case you run under trouble and you need assistance.
A member of our team will get back to you as soon as possible (TAT 1 workday).

Themesic Interactive

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