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Getting Started
Getting Started
CRM
Special Dates
Templates
Workflows
Embed Forms
Notifications
Prompts for AI
Billing
Legal & Security
Getting Started
CRM
Special Dates
Templates
Workflows
Embed Forms
Notifications
Prompts for AI
Billing
Legal & Security
Setting Up Organization Profile
00:00: Welcome to maggenCRM! Let’s get your account ready in minutes. 00:04: Go to Settings and then click on Organization Profile 00:08: Complete all fields carefuly. set your sender 00:12: emai...
Setting Up Types of Contacts
00:00: Welcome to maggenCRM! 00:02: Go to Settings and then click on Types of Contacts 00:06: Now, let's set up the types of contacts. 00:09: It could be Members, Visitors, or Family 00:13: Make ...
Setting Up Types of Special Dates
00:00: Welcome to maggenCRM! 00:02: Go to Settings and then click on Types of Dates 00:06: Now, let's set up the types of dates. 00:09: It could be birthdays anniversaries or yard sites. 00:12: M...
Users and Roles
Users and Roles In Settings → Users, you can view the list of active users who have access to manage the platform. From this section, you can add, edit, and delete users. Adding a New User To crea...