CBTiger Documentation : 4 Configuration
I- Configuration access:
Click on Configuration link in the left menu or on the Configuration shortcut in the Control Panel of CBTiger
II- Configuration data:
1- Enter your CRM information:
a- CRM URL installation
b- CRM Username
c- Access Key
d- Click on "Check the CRM Information before saving" button
2- Choose your CB Events and CRM Operations:
| # | CB Events | CRM Operations | |
| Operations |
Modules | ||
| 1 | When the user is registered | - Do no thing - Create |
- Lead - Contact/Account |
| 2 | When the user registration is confirmed | - Do no thing - Create - Convert lead to Contact |
|
| 3 | When the user registration is approved | - Do no thing - Create - Convert lead to Contact |
|
| 4 | When the user profile is updated | - Do no thing - Update |
|
| 5 | When the user is deleted | - Do no thing - Delete |
|
- Important:
a- Your CB configuration should be in accordance with your CBTiger configuration (CB Events setting)
3- General:
a- Logs: Enable/Disable logs.
b- Assistance: Enable/Disable Assistance.
c- Enable/Disable CBTiger latest versions announcements.
4- Save/Cancel: