QR Code addon module for Perfex CRM

Introduction to QR Code addon module for Perfex CRM

In today's digitally connected world, QR Codes have become an essential part of our daily lives. They provide a quick and easy way to share information, access websites, send messages, and more. As a user of Perfex CRM, you are likely looking for ways to streamline your workflow and stay organized. The QR Code addon module is a must-have tool that can enhance your Perfex CRM experience, making it easier to connect with your customers, agents, and prospects.

This tutorial will guide you step-by-step on how to use the QR Code addon module for Perfex CRM. By the end of this tutorial, you'll be able to create custom QR Codes for your contacts, leads, and opportunities, and use them to integrate with various applications and websites.

Prerequisites:

• Perfex CRM account with administrator privileges
• QR Code addon module installed and activated

Step 1: Log in to Perfex CRM and navigate to the Addon Module

1. Log in to your Perfex CRM account using your credentials.
2. Hover over the "Settings" icon () and click on "Addons" from the dropdown menu.
3. In the Addons panel, click on the "QR Code" module from the list of available add-ons.

Step 2: Configure the QR Code addon module

1. In the QR Code panel, click on the "Configure" button.
2. In the configuration options, you can set up the following:
   • QR Code format: choose from various QR Code formats, such as text, URL, or email.
   • Data: specify the data that you want to encode in the QR Code, such as contact information or a website link.
   • Error Correction: select the error correction level for the QR Code, which determines how accurate the code is when scanning.
   • Color schemes: choose from various color schemes to customize the QR Code design.
3. Save your changes by clicking the "Save" button.

Step 3: Create a custom QR Code

1. In the QR Code panel, click on the "Create New QR Code" button.
2. In the creation options, select the entity type (contact, lead, or opportunity) you want to create a QR Code for.
3. Choose the fields you want to include in the QR Code, such as the contact's name, phone number, or email.
4. Customize the QR Code design by selecting from various templates, colors, and fonts.
5. Click the "Create" button to generate the custom QR Code.

Step 4: Use your custom QR Code

1. Once you've generated your custom QR Code, you can use it to:
   • Share a contact's information with agents or prospects.
   • Send a link to a website or landing page.
   • Track attendance for events or meetings.
2. To use the QR Code, simply scan it with a QR Code scanner app on your mobile device or computer.

Common Use Cases:

1. Lead Generation: Create a QR Code on a business card or brochures that links to a lead capture form, allowing prospects to easily share their contact information.
2. Event Tracking: Use QR Codes to track attendance for events, webinars, or conferences by scanning the code at entrance points.
3. Customer Engagement: Create personalized QR Codes for customers or prospects, containing their unique information, such as special offers or loyalty rewards.
4. Marketing Materials: Add QR Codes to marketing materials, such as flyers, posters, or social media profiles, to drive traffic to your website or landing pages.

In this tutorial, you learned how to use the QR Code addon module for Perfex CRM. By implementing this module, you'll be able to streamline your workflow, enhance customer engagement, and track important events and activities.