Name: Account Planning module for Perfex CRM - Strategic planning for your clients With Lifetime Update.
SKU: 34889
Price: 9.90 USD
Availability: InStock

Account Planning module for Perfex CRM – Strategic planning for your clients With Lifetime Update.

$9.90

Features	Values
Version	Latest
Last Update	14 March 2024
Premium Features	Yes
Instant Installation Support	24 Hrs.
Scanned By Virus Total	✅
Live Preview	100% Working

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SKU: 34889 Category: PHP Script

Description

The Account Planning Module for Perfex CRM is a strategic tool designed for account planning. It employs a customer-centric approach to identify priority accounts and analyze critical information. This allows you and your staff to develop strategies for expanding and growing existing customer relationships.

The module creates comprehensive plans, categorizing information into four sectors: Due Diligence, Team Information, Service Offerings, and Project Planning.

Account Planning module for Perfex CRM - Strategic planning for your clients - 13

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Installation Process

WordPress Theme Installation

Download the theme zip file after purchase from CodeCountry.net
Then, log in to your WordPress account and go to Appearance in the menu on the left of the dashboard and select Themes.
On the themes page, select Add New at the top of the page.
After clicking on the Add New button, select the Upload Theme button.
After selecting Upload Theme, click Choose File. Select the theme .zip folder you've downloaded, then click Install Now.
After clicking Install, a message will appear that the theme installation was successful. Click Activate to make the theme live on your website.