Setup & Installation

Welcome to SkunkCRM! This guide will help you install and configure the SkunkCRM WordPress plugin in minutes.

Plugin Installation

Automatic Installation (Recommended)

1. Log in to your WordPress admin dashboard
2. Navigate to Plugins > Add New
3. Search for "SkunkCRM"
4. Click "Install Now" then "Activate"

Installing SkunkCRM from the WordPress plugin directory

Manual Installation

1. Download the SkunkCRM plugin zip file
2. Navigate to Plugins > Add New > Upload Plugin
3. Select the zip file and click "Install Now"
4. Click "Activate Plugin"

Initial Setup Wizard

After activation, SkunkCRM will automatically redirect you to the welcome screen:

SkunkCRM welcome and setup wizard

1. Demo Data Installation

Click "Install Demo Data" to populate your CRM with:

• 25+ realistic sample contacts
• Sample deals in various pipeline stages
• Contact activities and interactions
• Sample tags and segments for organization
• Automation workflows examples

2. Database Configuration

SkunkCRM automatically creates the following custom database tables:

• Contacts - Customer and lead information
• Deals - Sales opportunities and pipeline management
• Activities - Interactions, notes, calls, and meetings
• Tags - Contact organization and categorization
• Automations - Workflow automation rules
• Visitor Tracking - Website visitor analytics

Dashboard Overview

Once setup is complete, access your CRM dashboard at SkunkCRM > Dashboard:

Main CRM dashboard with contact summary and recent activity

The dashboard includes:

• Contact Statistics - Total contacts by status (Leads, Prospects, Customers)
• Recent Activity - Latest contact interactions and notes
• Deal Pipeline - Active sales opportunities
• Quick Actions - Add contacts, create deals, log activities
• Performance Metrics - Conversion rates and pipeline health

WordPress Integration Features

SkunkCRM integrates seamlessly with your WordPress site:

User Role Management

• CRM Manager - Full access to all CRM features
• CRM User - Access to assigned contacts and deals
• CRM Viewer - Read-only access to CRM data

Configure team member access and permissions

WordPress Authentication

• Uses existing WordPress user accounts
• Single sign-on with your WordPress dashboard
• Respects WordPress capability system

Front-end Integration

• Contact Forms - Automatically capture leads from WordPress forms
• Visitor Tracking - Track anonymous visitors and lead behavior
• Popup Integration - Convert visitors with targeted campaigns

Configuration Settings

Access settings at SkunkCRM > Settings:

Global CRM settings and configuration options

Key Settings:

• Contact Statuses - Customize your lead qualification stages
• Pipeline Stages - Configure deal progression stages
• Email Integration - Connect with your email provider
• Automation Rules - Set up workflow triggers and actions
• Visitor Tracking - Configure anonymous visitor tracking
• Team Assignments - Enable contact and deal assignments

Your First Contact

Adding contacts in SkunkCRM:

1. Navigate to SkunkCRM > Contacts
2. Click "Add New Contact"
3. Fill in the contact information:
   • Name (required)
   • Email address
   • Phone number
   • Company
   • Status (Lead, Warm Lead, Prospect, Customer, etc.)
   • Tags for organization
   • Notes and additional details

Adding a new contact to the CRM

1. Click "Save Contact"

Deal Management

Create and manage sales opportunities:

Visual deal pipeline with drag-and-drop functionality

Deal Features:

• Multiple Contacts - Associate multiple contacts with each deal
• Team Assignments - Assign deals to team members
• Pipeline Stages - Track deals through your sales process
• Value Tracking - Monitor deal values and revenue forecasts
• Activity History - Complete interaction timeline

Next Steps

Now that SkunkCRM is installed and configured:

• Import your existing contacts
• Explore contact management features
• Set up automations
• Configure email integration

Troubleshooting

Common Issues

Plugin not appearing after activation:

• Ensure you have the required WordPress capabilities
• Check that the plugin activated successfully in Plugins > Installed Plugins

Database tables not created:

• Check WordPress database permissions
• Verify sufficient disk space
• Review error logs at SkunkCRM > Diagnostics

Demo data installation fails:

• Ensure database write permissions
• Check for plugin conflicts
• Try the manual installation from SkunkCRM > Diagnostics

Need Help?

• Diagnostics Page: SkunkCRM > Diagnostics for system information
• Error Logs: Check WordPress debug.log for detailed errors
• Support: Contact our support team through the plugin help section

Built-in diagnostics and troubleshooting tools