Admin Panel

The admin panel serves as the central hub for overseeing and managing different elements of the QCRM menu. Within the Admin Panel page, you have the capability to efficiently manage team members and configure what information will be displayed in QCRM, including Custom Fields and Tags. To access the Admin Panel, you need to login as Admin then from the Sales CRM menu click Go To Admin Panel.

There are 6 main menus on the Admin Panel page:

1. Users: Manage the team members you have
2. Groups: Divide team members or users into groups to make it easier to set permissions for who can view data on QCRM
3. Custom Fields: Create and manage Custom Fields
4. Opportunities: Edit and configure stages in the Opportunities menu
5. Tags: Create and manage Tags
6. Integration: Integrate various applications for your CRM needs