How to add Crm Customer Relationship Management By Vcita in Wordpress

• To install correctly this crm-customer-relationship-management-by-vcita.zip .
• Fisrt Download the crm-customer-relationship-management-by-vcita.zip to your computer
• Extract/Open crm-customer-relationship-management-by-vcita.zip to Your Computer.
• Then, Find readme.txt file inside crm-customer-relationship-management-by-vcita.zip and Open readme.txt .
• Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
• Then, Follow the Tips Below.

Step-1 : Download " crm-customer-relationship-management-by-vcita.zip " to Your Local Computer.

Step-2 : Then, Login to your " yourdomain.com/wp-admin " Dashboard.

Step-3 : Then, Click on " Plugins " + " Add New " from left Side Menu of Dashboard.

Step-4 : Now, Click on " Upload Plugin " button.

Step-5 : Now, Browse " crm-customer-relationship-management-by-vcita.zip " Downloaded plugin from your computer, Where you downloaded " crm-customer-relationship-management-by-vcita.zip " According to Step – 1 Above then, click on " Install Now "

Step-6 : Now, Click on " Active Plugin "

Step-7 : Then, See left Side Menu. " Crm Customer Relationship Management By Vcita " folder is added on left Side Menu. Now, Click on " Crm Customer Relationship Management By Vcita " folder.

Noted that: If you do not see " Crm Customer Relationship Management By Vcita " folder on left Side Menu then, see at left Side Menu " Settings " or " Tools ".

Step-8 : Now you configure yourself oR Watch video tutorial below about Crm Customer Relationship Management By Vcita Configurations and Settings or How to work " Crm Customer Relationship Management By Vcita " in your WordPress site.

After Activated Plugin According to Step-6 then,

1. Go to " Plugins " + " Installed Plugin " from Wordpress Admin Panel Leftside Menu.
2. or Direct go to: https://yourdomain/wp-admin/plugins.php
3. Then, Find " CRM and Lead Management by vcita " Activated Plugin from Plugin List.
4. Then, Click on " Settings " from Plugin that is CRM and Lead Management by vcita
5. Now, Edit/Add/Config the setting and Click on " Save Changes " button,

Install the vcita CRM for WordPress

1. Download “CRM & Lead Management for WordPress by vcita” and activate it.
2. Connect your WordPress site With you vcita account. You may connect an existing account or create a new one via the plugin by simply providing your Email address. This Email will be used for notifications from vcita, and will never be available to your clients and website visitors.
3. Add the vcita Lead Capturing widgets to your site by checking the box next to the widget you’d like to add. You can customize the widgets to perfectly match your business need and website design by clicking the “Preview & Edit” link. Every lead captured using the vcita widgets will automatically be added to your CRM.
4. A new CRM tab will be added on your left bar for easy navigation.

Import Existing Client

1. Click on “Access Client Records”
2. Navigate to “Clients” section
3. Click “Import Clients”
4. Choose from where to import: Google Contacts or a CSV file.
5. A list of all your contacts will be presented
6. Select to import all, or choose explicitly which contacts to import.

Add vcita Widgets

Step by step instructions for implementing vcita widgets into your wordpress site are available in these support articles