The installation is simple, follow the below step:
- Extract the downloaded file into a folder
- Login to your Perfex CRM admin dashboard
- Click on ‘Setup’ on the menu
- Then click on ‘Modules’
- Click on Choose file and select ‘perfex_saas.zip’
- Click install.
- Let the installation finish and activate the module from the module list
- Setup Perfex CRM cron job if not done already : https://help.perfexcrm.com/setup-cron-job/
After activation, you are ready for setting up the module after which you should check extra guides for other accessory setups such as subdomain, integration with server control panels e.t.c.
Find the Illustration video below.
