General CRM Overview
This article provides an overview of the dashboard and navigation options available on the platform, detailing how to access and utilize different features to manage contacts, appointments, communications and more.
Dashboard Overview
This article explains how to use your CRM dashboard to view business opportunities, pipeline values, conversion rates, and other key metrics for enhanced decision-making.
The Dialer
This article provides a comprehensive guide on using the dialer in your platform, covering how to make calls, switch between dialer and contacts view, and execute transfers, enhancing your ability to manage communications efficiently.
Conversations Overview
This article explains how to manage communication with clients using messages, emails, and calls, including how to track, filter, and organize conversations.