A How to make it whitelable in free version? also how to perform basic configuration? Category: Frequently Asked Questions | FAQs Getting StartedGetting started with Pixie CRM Software & Applications.Registration & Packages(5)Types of RegistrationsPricingHow to Sign UpBasic Steps Should Be TakenWhat is Pixie CRM?Basic Configurations(6)Admin & Client's Access LinksAdd Company InformationSMTP Email ServerPayment Gateways IntegrationEmail Signature TemplatesPayment Gateways(6)Stripe Payment Gateway IntegrationPayPal Payment Gateway Integration2Checkout Payment Gateway IntegrationMollie Payment Gateway IntegrationAuthorize.Net Payment Gateway Integration CRM - Built-in Modules ConfigurationHow to configure built-in modules of CRMCRM Misc Configuration(18)SMS Alerts or Intimations On Selected MovesCountry Specific ConfigurationGoogle reCAPTCHA ConfigurationSetup Support Ticket FormHow To Create Staff MemberCustomers Module(9)How to add new customer in CRMNew Customers RegistartionCustomer's Overview In DashboardExporting Customers Invoices/Estimates/Payment To ZIPCustomer RemindersLeads Management Module(13)How To Create New LeadLead SourcesLead StatusesUsing leads kan banAssign Lead To Staff MemberSales Module of Pixie CRM(17)How To Create Proposal For Your CustomerConverting Proposal Into Estimate or InvoiceHow To Send Proposal To Your Customer Or LeadProposal Expiration RemindersHow To Create Invoice ManuallyExpenses Module(5)How To Record ExpenseHow To Record Billable ExpenseConverting Billable Expense To InvoiceCreating Recurring ExpenseHow To Generate Expense ReportsSurvey Module(7)Sending Survey To Mail ListsIncluding Mail List Custom FieldsCreate New SurveyNew Survey QuestionsViewing Survey ResultsProjects Module of CRM(6)Manually Linking Invoice To ProjectProject Timesheets ManagementHow To Create A New ProjectProject's Finance OverviewProject's Invoicing & BillingTasks Module(6)Bill TasksTask TimesheetsAdd Task AssigneesRecurring TasksLinking Task To Features Tags: configurations, pixie basic configuration, whitelable Permalink