Get your team ready
A practical setup path for company administrators, sales managers and HR teams.
Open guide 02 / SELLCRM: from first enquiry to customer
Keep leads, customer relationships and sales follow-up organised, with a clear next action for every opportunity.
Open guide 03 / PEOPLEHRM: your people, clearly organised
Set up employee records, attendance, leave, payroll and everyday employee services.
Open guide 04 / ON THE ROADField Sales: plan, visit, review
A shared guide for administrators, managers and salespeople working at customer locations.
Open guide 05 / CONFIGURESettings & configuration
Find the right setting, understand its effect and verify the result before rolling it out.
Open guide 06 / GET HELPHelp & troubleshooting
Start with a few simple checks, then give support the information needed to help.
Open guideStart with your role
| Your role | Start here |
|---|---|
| Company administrator | Prepare your company account and review settings. |
| Sales team | Manage leads and customers. |
| Field manager or salesperson | Plan and record customer visits. |
| HR or payroll team | Manage employees, attendance, leave and payroll. |
| Employee | Use attendance, leave and self-service. |
Follow a complete workflow
Start with a small sample: create a lead and record follow-up, submit a leave request, or complete one customer visit. Check the saved record and report before introducing the workflow to the full team.
Need help with a result?
Use the troubleshooting guide to check permissions, dates, filters and common record issues before contacting support.