Automatically Add Users to UpiCRM

  • Resolved webfolk

    (@webfolk)


    8 years ago

    Hi there,

    I’m wondering if it’s possible to automatically add users to UpiCRM? So instead of going into the plugin’s settings to add the user to UpiCRM, is it possible that when a user is created on the site the user is automatically added to the CRM as a low-level user?

    Thank you,

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Author Upi

    (@upi)

    Hi,
    we’re still contemplating about this one…we had a customer asking to specifically do it the other way around (wordpress site with a lot of subscribers…)
    I guess we’ll have to add the option to choose defaults…

    Thanks!
    Uri

    This is a must-have feature for eCommerce stores.
    CRM is not just to manage new leads, but all about existing customer care as well and continues business development, up-sells, cross-sells etc.
    I can’t find any docs, am I looking in the wrong place? – We can help to code it if you guys are struggling with time…
    I suppose adding a custom role e.g. “CRM client” could solve that.

    Plugin Author Upi

    (@upi)

    Hi, thanks for the kind feedback!

    about the docs – you can find it here:
    https://www.upicrm.com/docs/

    about help – can you please contact us through our web site – we’ll be happy to work with you!
    thanks
    Uri

Viewing 3 replies - 1 through 3 (of 3 total)
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