Activate CRM+

Activate CRM+ in the BackOffice and check which CRM settings become available.

You activate CRM+ through your license management in the BackOffice.

After activation, extra CRM settings become available for account types, lead phases, and closing reasons.

CRM+ is included in Maximize. You can also activate it as a separate Power-Up.

Activate CRM+

1

Open your account menu

Log in to the BackOffice.

Open the menu under your profile in the top-right corner.

2

Open License Manager

Go to License Manager.

Start a new order or change there.

3

Add CRM+

Choose the CRM module.

Complete the activation.

4

Check your settings

Go to Settings.

Check that Account types, Lead phases, and Closing reasons are available.

Frequently asked questions

Who can activate CRM+?

Usually only an administrator or account owner.

How quickly is CRM+ available?

CRM+ is available immediately after activation.

Which package includes CRM+?

CRM+ is included by default in Maximize.

Related articles

• OutSmart packages
• Set up account types
• Power-Ups