Start here

1. Introduction
2. First steps
3. Basic setup
4. Typical work
5. Invite your team
6. Email settings
7. Import your data
8. Sales process
9. Personal profile
10. Company settings

Helmdeck Basics

• Getting help and support
• Signing up
• Signing in
• Recommended browsers
• Adding items
• List view
• What is CRM?
• Terminology

Basics

• Adding items
• List view
• Pivot table

Mobile apps

• Android
• Mobile access

Users

• Adding new users
• Permissions and visibility
• Email settings

Company

• Company details
• Invoicing
• Company footer

Customizations

• Fields
• Forms
• Lists
• Filters
• Conditions
• Print templates
• Actions & Workflow

Ready-made

• Google Apps for work
• MS Outlook
• Jivo Chat
• Live Chat

Custom integrations

• API