User Guides

Whether you're a beginner or an advanced user, our user guides offer clear and detailed assistance to enhance your experience.

Notes

• Tagging users "@"
• Record a note
• Type a note
• Capture a note
• Scan a business card
• Create a private note
• Edit a note
• Share a note
• Filtering notes
• Delete a note
• Export notes
• Add a comment

Companies

• Create a company
• Edit a company
• Filtering companies
• Delete a company
• Export companies
• Merge companies

Contacts

• Create a contact
• Edit a contact
• Delete a contact
• Export contacts

Tasks

• Sync calendar
• Create a task
• Snooze a task
• View upcoming, overdue, and completed tasks

Maps

• Edit a route
• Create a route
• Add a company to a route
• Searching for leads

Opportunities

• Create an opportunity
• Delete an opportunity
• Edit an Opportunity
• Add an item to an opportunity

Photos and Files

• Viewing photos and files