Getting Started

• Getting Started
• How To Create A Team Member Manually
• How To Import Clients
• Invite Your Team

FAQs

• Can I Assign One Task to Two Users?
• How Do I Cancel My Subscription
• How to fix a page that's not loading
• How to Upgrade to a Premium Account

Other

• Zapier Integrations

Users

• Assigning Privileges and Permissions To Team Members
• Creating Teams
• How To Create A Team Member Manually
• Invite Your Team

Tasks

• Create Tasks from Emails
• Creating Subtasks
• Creating Tasks From The Calendar
• How To Delete A Task
• How To Find And Revert A Completed Task (Task Archives)
• Public vs. Private Tasks
• Recurring Tasks
• Setting Up Templates
• Transferring Tasks
• Understanding Tasks
• What Are Calendar Tasks?

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Chat

• Chat With A Contact of a Client (Guest)
• Chat With A Team Member
• Creating and Using Chat Channels
• Using Chat

Calendar

• How To Use The Calendar
• What Are Calendar Tasks?

Companies

• Assigning Tasks to Clients
• Client Page Overview
• Creating Centralized Discussions
• How To Import Clients
• Invite Team Members To Manage A Client
• Inviting Contacts of Clients
• Setting Up Clients

Funnels

• Using Stage Notifications

Time

• TimeKeeping
• Trackable timesheet/time reports

Miscellaneous

• How to fix a page that's not loading
• How To Upload Files
• Setting Up System Notifications

Reports

• Activity Summary
• Daily Agenda
• Deals Summary Reports
• How to access and find your reports
• Trackable timesheet/time reports