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Installation
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Pre-requisites

Before enablingg CleverApp's Sales Automation Module, ensure that your system meets the following requirements:

Hardware Requirements

  • Processor: Intel Core i3 or equivalent

  • RAM: 4GB or higher

  • Storage: 100MB of available disk space

  • Internet Connection: Required for accessing CleverApp's cloud-based platform

Software Requirements

  • Operating System: Windows 10 or later, macOS 10.12 or later, Linux distributions (Ubuntu, CentOS, etc.)

  • Web Browser: Latest version of Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge

  • API Key: Obtain an API key from CleverApp's API settings to authenticate API requests (see API documentation for details)

  • License: Ensure that you have a valid license for CleverApp's Sales Automation Module (contact sales@cleverapp.com for licensing inquiries)

Installation Steps

Enable the Feature

To enable the Sales Automation Module, follow these steps:

  1. Navigate to the Settings section of your CleverApp dashboard.

  2. Locate the Sales Automation Module and click on it to access the settings.

  3. Toggle the switch to enable the module for your account.

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Settings section

Configure Integrations

If you're integrating with external tools such as CRM systems or email providers, configure the necessary integrations in CleverApp settings.

For detailed instructions, refer to the Integration Documentation.

Create Automation Workflows

Design your automation workflows by defining triggers, actions, and conditions using CleverApp's intuitive interface.

Learn how to create effective automation workflows in our Workflow Creation Guide.

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Workflow automation

Monitor Performance

Monitor the performance of your automation workflows through CleverApp's analytics dashboard. Use the insights to optimize and refine your processes for better results.

Explore our Analytics Dashboard Documentation for detailed insights and optimization tips.