Guides

Integration with Sales and Frontline Modules

1. Visit erxes.io and navigate to the Guide section.
2. Select the relevant product, such as Sales or Frontline, from the product guide options.
3. Follow the detailed instructions provided on the page to integrate these modules into your erxes system.
   • In the Sales guide, you'll find steps to connect the sales pipeline, set up lead management, and optimize reporting.
   • For Frontline, the guide will show how to integrate customer interaction data, track performance metrics, and connect with other modules.
4. Adjust any settings as needed to tailor the integration to your specific workflow.

💡 Things to note:

• Sales and Frontline modules can be seamlessly integrated with other erxes tools to enhance productivity and data flow.
• Refer to the Sales or Frontline product guides on erxes.io for step-by-step instructions.