メインコンテンツまでスキップ

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??????????????????????????????????????????????????????????? - ?????????????????????? - ???????????

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  1. ????Perfex CRM??????Customers???
  2. SaaS?????????/???????????
  3. ???Perfex??????????????SaaS Tenant????????????

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Tenant subscription information ?????????????? - ??????????????????????

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Company's Name??????????
Company's Domain?????CRM??????????????URL
Selected Plan??????????????????
Created at??????????????
Plan Expiry Date???????????
Next Invoice Date?????????????

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Tenant plan details and usage quotas ??????????? - Total Customers 0/2?Total Invoices 0/2?Total Projects 0/2??

Admin view of tenant CRM with plan details ?????????????????????????????????????????

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  • Total Customers ???/??
  • Total Invoices ???/??
  • Total Estimates ???/??
  • Total Proposals ???/??
  • Total Contracts ???/??
  • Total Projects ???/??
  • Total Tasks ???/??
  • Total Leads ???/??
  • Total Staffs ???/??
  • Total Tickets ???/??
  • Total Credit Notes ???/??
  • Total Expenses ???/??

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Custom domain and add-ons view ????????????????????????????????

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  1. ??????????????
  2. SaaS????????
  3. ???????????????
  4. ?? - ??????????????????

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  1. ??????????????
  2. ??????????
  3. ??

?????CRM???​

?????Company Domain?????????????????CRM???????????????????????????????

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  1. ??????????????
  2. ??????????
  3. ?? - ??????????????????????????
危険

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  1. Customers?????SaaS?????????
  2. SaaS Activity Log???????????
  3. ?????????????????????????????????
ヒント

???????????????? ?????????URL?????????????????????Find My Tenant??????????????