perfex CRM set up EMAIL + generate PDF based on lead field
Budget: €30 – €250 EUR
all is in the title
i have perfex crm install on a host and i need to set up email smtp for employee based on an other domain, each employee receive and send email direct from perfex. I have the plugin we need to confirure smtp and make sure all is ok
each lead have custom field (like 10). I want to have a button to fill a pdf (like a contract with blank space) to generate a pdf with client field. To enter those field we can send a link to client so he can fill like a web to form with signature at the end
i have perfex crm install on a host and i need to set up email smtp for employee based on an other domain, each employee receive and send email direct from perfex. I have the plugin we need to confirure smtp and make sure all is ok
each lead have custom field (like 10). I want to have a button to fill a pdf (like a contract with blank space) to generate a pdf with client field. To enter those field we can send a link to client so he can fill like a web to form with signature at the end