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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?

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
Why Yalla
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