CRM

The difference between Companies and Contacts in the CRM

How the CRM is organized and what you'll find in each detail page.

How to create a company or a contact in the CRM

Quickly add a company or a contact, what you can fill in afterwards on its detail page, and how to delete them.

How to use the List and Kanban views and statuses in the CRM

Switch between List and Kanban, filter by status, search, and move companies and contacts from one status to another.

How to link contacts, companies, projects and documents

Connect each contact with its company, projects and documents, from the detail page of any of them.

How to add and view attachments on a company or contact page

Upload, rename and remove files, and see the attachments a page inherits from its projects and contacts.