Features
Using the Smart Inbox
Learn how to connect your email, view messages, and use AI to summarize threads and draft replies.
Creating Your First Quote
A guide to building quotes, from using the AI assistant to manually adding items and sending to your client.
Tips for Creating Rich Product Pages
Learn how to enhance your product listings by linking images to colors and managing reusable certification logos.
Understanding Quote Group Modes
Learn about the three different modes for quote groups: Single Product, Quantity Tiers, and Catalogue.
Understanding Your Dashboard
An overview of the key metrics and charts on your dashboard that provide a snapshot of your business health.
Using the Jobs pipeline
Understand how to manage your orders from start to finish with the visual jobs pipeline.
Managing Your Sales with the Leads Pipeline
Learn how to track and convert potential customers using the visual leads pipeline.
Your Daily Hub: The Workboard
Learn how to use the Workboard to stay on top of your tasks, deadlines, and follow-ups with the Calendar and Focus Feed views.
Managing Sample Requests
A guide to using the Samples page to track and manage all products that need to be sent out to clients.
Capturing Leads with an Embeddable Form
Learn how to customize and embed a lead capture form on your website to send new leads directly into your CRM.
Using AI to Enrich Product Data
Learn how to use the AI-powered enrichment tool to automatically populate detailed product information.
Managing Contacts and People
Understand the difference between Organisations and People in the Contacts section.
Creating Decoration Prices Quickly
Learn time-saving features to build your decoration price lists faster.