Installation

Settings page

Upload and activate the module

  1. Extract your downloaded file content. You will notice a folder called "documentation" and a zip file, called "promo_codes.zip". Since "documentation" folder contains this readme file and helpful instructions that are not needed in your Perfex CRM's installation, we will focus on the "promo_codes.zip" file.

  2. "promo_codes.zip" contains the module files (in a module format) that you can upload in Perfex CRM's Modules installation section.

  3. Go to your Perfex CRM's Admin area and select the following menu item: SETUP > MODULES.

  4. Select the extracted promo_codes.zip at Module installation selection prompt and press INSTALL.

  5. Find the newly installed module and press ACTIVATE.

  6. You will be told that module is successfully activated.

  7. You can now see "Promo Codes" menu on the main sidebar.

  8. (Optional) Go to Setup > Settings > Promo Code Settings to configure defaults.