Watch video tutorials
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Getting started
Register, log in, basic setup and profile settings
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Involve your team
Add new users and set their permissions
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Basic actions
Add new records, edit and delete, linking and relations
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Manage work
Delegate tasks, assign records, ownership and execution, activity report
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Files and attachments
Adding files, drag and drop, media repository, directories
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Keeping pulse
Notifications and timely reports
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Email configuration
Customize signatures, email setup
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Tags and segmenting
Using tags to organize customer base, segmentation
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Creating and using filters
Basic raporting
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Support portal tour
How to use our support portal