Training and Educational Resources

Applying Subscription

2024-01-19 11:45:32

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Finding FAQ

2024-01-19 11:51:14

To find FAQ visible for every user/admin, use the link: https://crm.podcator.com/knowledge_base Or remove "admin/" from the following link: ...

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Removing ID verification

2024-02-07 08:46:44

By default the ID verification will be always on. How to remove Identification. 1. Log in the app. 2. Find the "Admi...

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Adding default tokens

2024-02-07 08:54:09

How to make it so the default Watchlist information showed the currencies you want. 1. Set the list of the currencies you want to be feature...

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If you assign a manager to a lead that has a customer, that manager will be assigned as the admin for that customer. How to assign the manag...

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1. Go to the "Admin" on the left side of the settings panel. Choose "Trading" from the falling list. ...

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CRM login notification

2024-02-08 16:06:49

1. CRM URL should be enabled on the platform ...

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FAQ - Non Staff Member

2024-06-29 06:11:35

Nanza CRM incorporates a unique feature referred to as the Non-Staff Member. This functionality allows you to include contract workers or freelance...

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