First steps
Some of the actions described demand Admin permissions for settings, you've got them if you were registering the Helmdeck account.
- Signing Up - register Helmdeck account for your company.
- Signing In - login to your account
- Company settings - add company details and localization
- Personal Profile - set up your personal data, regional settings, reset password
- Planning an activity - create new activity such as call or meeting
- Delegating a task - switch ownership of the activity
- Activity report - look at the results of yours and your team
- Working with customer base - add new customer
- Sales process - recreate your company workflow