Getting Started

In the following section, we will go over the process of creating your company, articles, and much more to get started.

Creating a Company

To create a company, we will start by clicking on the ‘CRM’ option from the side menu.
Then, click on the ‘Settings’ tab available at the top. On the opened screen, click on the + icon appear above the companies table.

A dialog will be opened, allowing you to provide the details of your company. For your use, provide as many details as possible on your business. Providing as many details as possible will help you with the daily use of the CRM.

First, upload your company logo. Click on the white box, browse and select your logo.The logo will appear filling the white box once the upload is complete. Provide the company name, website, CoC (Chamber of commerce number), VAT number, phone and email, address, and more.
Note that, while you provide details, the main page table of companies is now showing your company details.

Once finished providing the details, you can click on the ‘x’ button.

Should you want to edit the details, click on the company form the table, and the dialog will appear again.

Creating a Contact

To create a contact, we will start by clicking on the 'CRM’ option from the side menu. Then, click on the + icon appear above the contact table.

A dialog will be opened, allowing you to provide the details of the contact.
For your use, provide as many details as possible on your business. This will help you with the daily use of the CRM.

First, upload the user’s photo. Click on the white box, browse and select the contact photo. Once the upload completed, the photo will appear filling the white box. Provide the contact first and last name, phone, and email, and more.
If this contact is of a company, click the checkbox appear at the top, and a new set of fields will reveal itself, allowing you to fill them as needed.

Note that, while you provide details, the main page table of companies is now showing your company details.

Once finished providing the details, you can click on the ‘x’ button.

Should you want to edit the details, click on the contact in the table, and the dialog will appear again.

Dashboards

The dashboard is the place in which you can get an overview of your business. We will start by clicking on the ‘Dashboard’ option from the side menu.

You will see a list of your modules, including contacts, calls, Events, and Invoices. You can collapse a module you are not interested in by clicking on the module name, or on the down arrow appear next to the name.
You can take actions directly from the dashboard. To learn more about each action, navigate through the manual.

Hiding a module

Should you want to hide a module from the dashboard completely, click on the settings tab, then click on the checkbox for which module you want to hide. In our example, we will hide calls.