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First steps

Some of the actions described demand Admin permissions for settings, you've got them if you were registering the Helmdeck account.

  1. Signing Up - register Helmdeck account for your company.
  2. Signing In - login to your account
  3. Company settings - add company details
  4. Personal Profile - set up your personal data, regional settings, reset password
  5. Planning an activity - create new activity such as call or meeting
  6. Delegating a task - switch ownership of the activity
  7. Activity report - look at the results of yours and your team
  8. Working with customer base - add new customer
  9. Sales process - recreate your company workflow