Horje
WordPress CRM for entrepreneurs and small businesses. For lead generation, invoicing, billing, email marketing, clients, contact forms, & automations Wordpress Tutorial

Noted That:

  • To install correctly this zero-bs-crm.zip .
  • Fisrt Download the zero-bs-crm.zip to your computer
  • Extract/Open zero-bs-crm.zip to Your Computer.
  • Then, Find readme.txt file inside zero-bs-crm.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.

Start the Tips:

1. First Download " zero-bs-crm.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 " zero-bs-crm.zip "  Downloaded plugin from your computer, Where you downloaded zero-bs-crm.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. " Jetpack CRM – Clients, Invoices, Leads, & Billing for WordPress " folder is added on left sidemenu. Now, Click on " Jetpack CRM – Clients, Invoices, Leads, & Billing for WordPress " folder.

   Noted that: If you do not see " Jetpack CRM – Clients, Invoices, Leads, & Billing for WordPress " folder on left sidemenu then, see at left sidemenu " Settings " or " Tools ".

8. Now you configure yourself oR Watch video tutorial below about  Jetpack CRM – Clients, Invoices, Leads, & Billing for WordPress Configurtions and Settings or How to work " Jetpack CRM – Clients, Invoices, Leads, & Billing for WordPress " 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 " Jetpack CRM – Clients, Invoices, Leads, & Billing for WordPress " Activated Plugin from Plugin List.
  4. Then, Click on " Settings " from Plugin that is Jetpack CRM – Clients, Invoices, Leads, & Billing for WordPress
  5. Now, Edit/Add/Config the setting and Click on " Save Changes " button,
WP Plugin Setting



Guide
  1. First make sure you’ve got WordPress installed.
  2. Install your plugin as below (you may already know how!)
  3. Activate the plugin through the ‘Plugins’ screen in WordPress
  4. The first time you load the plugin you’ll see a Welcome Wizard which will guide you through the basic setup!
  5. Check out our Learn page to get started

For more documentation, please see the CRM knowledge base: https://kb.jetpackcrm.com

Automatic Install From WordPress Dashboard

  1. Login to your the admin panel
  2. Navigate to Plugins -> Add New
  3. Search Jetpack CRM
  4. Click install and activate, and then follow the Welcome Wizard

Manual Install From WordPress Dashboard

  1. Download the plugin by clicking on the blue ‘Download’ button above. A ZIP file will be downloaded.
  2. Login to your site’s admin panel and navigate to Plugins -> Add New -> Upload.
  3. Click choose file, select the plugin file and click install
  4. Activate the plugin, and then follow the Welcome Wizard

Install Using FTP

  1. Download the plugin by clicking on the blue ‘Download’ button above. A ZIP file will be downloaded.
  2. Unzip the file.
  3. Launch your favorite FTP client. Such as FileZilla, FireFTP, CyberDuck etc. If you are a more advanced user, then you can use SSH too.
  4. Upload the folder to wp-content/plugins/
  5. Log in to your WordPress dashboard.
  6. Navigate to Plugins -> Installed
  7. Activate the plugin, and then follow the Welcome Wizard

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