Chekkit Knowledge Base - Help Center
  • Getting Started
  • Business Messenger
  • Reviews
  • CRM & Billing
  • URLs & Resources
  • General Help

CRM

Organize and manage customer relationships and communication history.

  • Chekkit Forms
  • How To Create A Quote
  • How To Create An Opportunity
  • How To Create A Job
  • How To Create An Invoice
  • Creating Items in the CRM
  • How to Turn Incoming Messages into Opportunities and Track Leads in Chekkit
  • Tracking Workflows
  • Using Message Sequences

Categories

  • Billing & Account Information
  • Chekkit Pay
  • CRM
  • Departments & Permissions
No results found

© Chekkit 2025. Powered by Help Scout