CATEGORY

General

The General category in EspoCRM’s article library contains a variety of articles that cover a wide range of topics related to the platform. These articles are intended to provide users with general information and guidance on using EspoCRM, as well as tips and best practices for optimizing their experience with the software. Whether you are new to EspoCRM or a seasoned user, the General category is a great resource for finding helpful articles on a variety of topics.

General

Cascading Links in EspoCRM

In modern customer relationship management platforms, data accuracy and streamlined workflows are crucial for enhancing productivity. Cascading links are a powerful feature that enable dependency

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General

EspoCRM currency management update

Transition in EspoCRM Currency Management EspoCRM has evolved significantly in how it handles currency management. Until version 9.3.0, managing currencies was straightforward: you simply entered

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General

How We’re Embracing AI

In today’s fast-paced world, staying competitive means constantly finding new ways to work smarter and faster. That’s why we’re excited to announce the integration of

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General

How We Use Leads in EspoCRM

Are you a small to medium-sized business owner, sales manager, or marketing professional grappling with an inefficient lead management process? Do promising inquiries fall through

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