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Advisors Assistant Forms

开发者 trentdirenna
更新时间 2016年10月27日 02:29
PHP版本: 4.0 及以上
WordPress版本: 4.6.1
版权: GPLv2 or later
版权网址: 版权信息

标签

CRM Advisors Assistant Work Flow Workflows Client Database Financial Planning Financial Services CRM Insurance Investments Investment Advisors Insurance Agency RIA

下载

1.0.3 1.0.2 1.0 1.0.1

详情介绍:

Advisors Assistant CRM is designed for the Financial Services sector. Our users include Investment Advisors, Banks, and Insurance agents and agencies. The Advisors Assistant Plugin lets you send data from your Gravity Forms directly to the your Advisors Assistant database. But besides just sending data, it has these professional features: Contact Advisors Assistant at 805-773-7981 Option 1 or email cms@climark.com.

安装:

  1. Upload the entire "advisors-assistant-forms" directory to the "/wp-content/plugins/" directory.
  2. Activate the plugin through the "Plugins" menu in WordPress.
  3. Enter in the API server settings, provided by CMS, in the Plugin Settings page for the plugin.
  4. Set up a Gravity Forms Advisors Assistant CRM feed for the forms you want to have send contact info back to Advisors Assistant, in Form Settings->Advisors Assistant CRM.

更新日志:

1.0.3 1.0.2 1.0.1 1.0