User guide
This guide is for the sales and admin staff who use the CRM day to day. It explains how to get your work done in the web app, one task at a time.
How the guide is organised
Section titled “How the guide is organised”The sidebar groups pages by area of the CRM, and each page is one of four kinds, so you can find what you need quickly:
- Tutorial — a guided walk-through from start to finish. Read it once when you are new.
- How-to guides — short, task-focused steps for a specific job, such as building a quote or importing a pricelist.
- Reference — lookup tables you can scan, such as quote statuses and permissions.
- Explanation — the background on why the CRM works the way it does, such as how versioning and pricing fit together.
Where to start
Section titled “Where to start”If you are new, start with “Create your first quote”, the first page under Getting started. It takes you from signing in to a sent quote. After that, dip into the how-to guides for the job in front of you.
Looking for the API?
Section titled “Looking for the API?”Developers integrating with the CRM should use the Developer / API topic, which you can switch to from the topic list at the top of the sidebar. It starts at Getting started with the API.