Horje
Collect leads from all your forms, Social Networks leads, servers and sources. use UpiCRM to manage and distribute it all.

Noted That:

  • To install correctly this upi-crm-universal-crm-solution.zip.
  • Fisrt Download the upi-crm-universal-crm-solution.zip to your computer
  • Extract/Open upi-crm-universal-crm-solution.zip to Your Computer.
  • Then, Find readme.txt file inside upi-crm-universal-crm-solution.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 the Tips Below.

Start the Tips:

1. First Download "upi-crm-universal-crm-solution.zip" Plugin to your Local Computer. (Click Download)

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

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3. Then, Click on "Plugins" + "Add New" from left sidemenu of Dashboard.

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4. Now, Click on "Upload Plugin" button.

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5. Now, Browse "upi-crm-universal-crm-solution.zip" Downloaded plugin from your computer, Where you downloaded upi-crm-universal-crm-solution.zip According to Step – 1 Above then, click on "Install Now"

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6. Now, Click on "Active Plugin"

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7. Then, See left sidemenu. "UpiCRM – Lead Management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more." folder is added on left sidemenu. Now, Click on "UpiCRM – Lead Management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more." folder.

   Noted that: If you do not see "UpiCRM – Lead Management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more." folder on left sidemenu then, see at left sidemenu "Settings" or "Tools".

8. Now you configure yourself oR Watch video tutorial below about UpiCRM – Lead Management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more. Configurtions and Settings or How to work "UpiCRM – Lead Management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more." in your WordPress site.

 

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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 "UpiCRM – Lead Management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more." Activated Plugin from Plugin List.
  4. Then, Click on "Settings" from Plugin that is UpiCRM – Lead Management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.
  5. Now, Edit/Add/Config the setting and Click on "Save Changes" button,
WP Plugin Setting



Guide

Manual install:

Upload upicrm.zip to the /wp-content/plugins/ directory and extract all files.

Activate the plugin through the ‘Plugins’ menu in WordPress

note: you can always download UpiCRM form our web site: www.upicrm.com/download

Automatic installation:

While on “Add New” screen on “Plugins” page from your WordPress dashboard / management screen – simply search for UpiCRM, and click the “install now” link.

Be sure to activate UpiCRM plugin after installation!

First time configuration:

After installing the plugin from upicrm.com website, or from “plugins” page on your WordPress site, you will need to perform the following actions before you can enjoy the capabilities of UpiCRM:

First Step: Set up users and roles.

UpiCRM has two built in user roles:

UpiCRM Admin: Can configure all options, grant access rights, view and edit all leads, access UpiCRM dashboard, and perform any additional task UpiCRM allows.

UpiCRM User: Can view & manage leads assigned to him only.

Simply create a WordPress user using the default “Users” menu provided by your WordPress management interface, or edit existing WordPress users, by navigating to the lower end of the page, and assigning the new user with the desired UpiCRM role:

Note: remember that you can simply assign UpiCRM user roles using the native users management screens of WordPress.

UpiCRM General Settings:

“Send all leads and updates to the following user”: you may choose to distribute new leads by mail to any external eMail address, or to a list of multiple comma separated (“,”) eMail addresses.

“By default, Leads are assigned to” : use this option in order to determine who will be assigned to deal with all new leads.

“Email format”: you can choose to send mail notifications as plain text or HTML. As some external systems (SalesForce, ZohoCRM etc.) require plain text in order to parse new leads, you may choose to change default format to plain text.

Change default “from” field for emails sent from UpiCRM: use this option in order to set the “from” name used on email that will be sent by UpiCRM.

Step 2: map all your existing forms and fields onto UpiCRM’s structured database

UpiCRM needs to import all your old data and map all your current forms and fields onto its superset of structured database.

In order to perform this task, navigate to the “General Settings” screen on the UpiCRM sub-menu.

Please remember to perform this task again if you’re adding more new forms to your site in the future!

Use the drop-down menus on this screen in order to map ALL your current forms fields onto the UpiCRM structured database.

Tip: if you are using an additional field that does not appear on the UpiCRM predefined fields list, you can always add it to the UpiCRM database using the “Add additional fields and datatypes to UpiCRM” option.

Note: this procedure needs to be performed only once per every form on your website.

UpiCRM Lead status: Use this screen in order to add or change a status.

Step 3: Edit eMail notifications

UpiCRM will consistently inform you and your team about any reception/edition/modification of any lead.

Take a couple of minutes in order to personalize the messages you wish to distribute, by editing the eMail templates on the “eMail Notifications” screen:

Tip: use the variable [lead], [url] and [assign-to] in order to embed information with the notifications you send.

In the future, UpiCRM will provide even more optional variables.

Step 4: Optional – define rules and conditions automatically route leads to designated personnel or to change lead status.


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Reffered: https://wordpress.org/

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