Installation for Perfex CRM

  1. Extract your downloaded file content. You will notice a folder called "documentation" and a zip file, called "tour_guide.zip". Since "documentation" folder contains this readme file and helpful instructions that are not needed in your Perfex CRM's installation, we will focus on the "tour_guide.zip" file.

  2. "tour_guide.zip" contains the module files (in a module format) that you can upload in CRM's Modules installation section.

  3. Go to your CRM Admin area and select the following menu item: SETUP > MODULES.

  4. Select the extracted tour_guide.zip and press INSTALL.

  5. Find the newly installed module and press ACTIVATE.

Installation for RISE CRM

  1. Extract your downloaded file content. You will notice a folder called "documentation" and a zip file, called "TourGuide.zip". Since "documentation" folder contains this readme file and helpful instructions that are not needed in your RISE CRM's installation, we will focus on the "TourGuide.zip" file.

  2. "TourGuide.zip" contains the plugin files (in a module format) that you can upload in RISE CRM's Plugins installation section.

  3. Go to your Plugin area i.e Settings > Plugin > "Install Plugin"

  4. Select the extracted TourGuide.zip at plugin installation modal and press INSTALL.

  5. Find the newly installed plugin and ACTIVATE.