Help Center

CRModular setup and user guides, step-by-step walkthroughs and answers to frequently asked questions.

Users, Roles and Permissions

Use the role hierarchy, profiles, permission sets and sharing rules to decide who can see and edit which records.

Set up opportunity stages, sales path guidance, win/loss reasons and territory-based automatic assignment.

Build your product catalogue, define price books for customer groups, set tiered prices and discount limits, and create product bundles.

Import accounts, contacts, leads, opportunities and products from Excel or CSV in the right order, without creating duplicates.

Connect SMTP for quote and reply emails, prepare email templates and turn emails to your support mailbox into cases automatically.

Define first-response and resolution times per priority, give contract customers entitlements, assign cases automatically and monitor SLA status.

Add contact, quote-request or support forms to your website so submissions land in the CRM as leads or support cases automatically.

Automate repetitive work with validation and workflow rules, multi-step approval processes, the visual flow builder and sales cadences.

Try every module free for 14 days, no credit card required. Our team helps you get set up.