CRM
Overview of the “CRM” section and its main capabilities.
The “CRM” section groups related BookSoft instructions. Select the required page in the left navigation.
In this section
- CRM control panels
- Catalogs
- Documents
How to use this section
For a specific operation, open the page for the corresponding form. Overview pages explain purpose, while form pages contain fields, actions, validations, and screenshots. BookSoft function visibility depends on the user’s role.