Getting Started
3 guides
Introduction to HaloCRM
Introduction to HaloCSM
The article provides an introduction to HaloCRM, detailing its components and functionalities. It outlines administrative guides for managing actions, agents, settings, and portals. The guide explains important terms such as contacts, agents, customers, sites, and organisations while describing how they interact within HaloCRM. It covers the management of tickets and actions, including ticket statuses and system actions. The document also touches on service level agreements, custom fields, and reports. Asset management and stock control for businesses are discussed, along with the usability of the self-service portal for customer interaction.
Start to Finish: Organisation Structure