Administrator Tools

The admin interface provides both administrators and developers with a wide range of tools, services, and documentation resources to manage and extend X2CRM. This module requires administrative level clearance in order to access it. The Admin module contains a considerable amount of utility; This guide is broken down into further sections. Click on one at the menu on the left and you will be directed to that section.

Read More
Groups

X2CRM users can be organized in groups, which are useful for a number of purposes. In some ways they operate like a type of list, allowing you to quickly assign a new sales lead to a group of sales reps for example. Groups is a classification system which makes it easier for your team to handle business.
 

Read More