Help center
Step-by-step guides for agents, managers and admins.
Learning paths
Sales rep
From zero to a full working day — never forgetting a customer.
- 01Signing in
- 02Getting around: the menu, top bar and phone
- 03Your first day as a sales rep
- 04Reading the lead list: colours, tags and counters
- 05The lead card — full tour
- 06Changing a lead's status
Manager / team lead
See what's happening, spot what's stuck and steer the team.
- 01Getting around: the menu, top bar and phone
- 02Management dashboard — the sales picture
- 03"In focus now": stuck deals and unanswered leads
- 04Sales Booster — performance and campaigns
- 05Reports — generate, export and auto-send
- 06Assigning a lead to another rep
Company admin
Company set up, team invited, leads flowing — on autopilot.
- 01Setting up your company (owners & admins)
- 02"Control panel" — the company admin area
- 03Inviting team members
- 04Roles, permissions and lead access
- 05Teams and hierarchy
- 06Lead sources — connect every pipe
- Reading the lead list: colours, tags and counters5 min read
- Adding a lead manually3 min read
- Searching, filtering and sorting leads4 min read
- The lead card — full tour6 min read
- Changing a lead's status5 min read
- Closing a deal, deal value and repeat deals5 min read
- Assigning a lead to another rep2 min read
- Notes on a lead3 min read
- A reminder to call the customer back3 min read
- Activity timeline: calls, WhatsApp, email and recordings3 min read
- Editing lead details and contacts3 min read
- Deleting a lead and deletion requests3 min read
- Calls and messages from unknown numbers3 min read
- Working leads from your phone2 min read
- Importing leads from a file (Excel / CSV)5 min read
- The Tasks page at a glance4 min read
- Creating a task3 min read
- Marking done, snoozing and quick edits3 min read
- The task drawer: reach out and reply from a task4 min read
- Board view — drag to schedule2 min read
- Acting on many tasks at once2 min read
- Working through tasks with the keyboard1 min read
- A task from the lead card2 min read
- Automated tasks — where they come from2 min read
- Phone calls with customers3 min read
- WhatsApp with customers — write straight from the system4 min read
- Emailing a customer3 min read
- Connecting your mailbox (Gmail / Outlook)2 min read
- My email signature2 min read
- Connecting WhatsApp for the company (admins)6 min read
- Connecting a phone system (admins)4 min read
- Leads from Facebook & Instagram (Lead Ads and DMs)4 min read
- YouTube comments that become leads4 min read
- Management dashboard — the sales picture5 min read
- "In focus now": stuck deals and unanswered leads3 min read
- Sales Booster — "Now": the next best thing to do5 min read
- Sales Booster — performance and campaigns4 min read
- Reports — generate, export and auto-send5 min read
- Commissions — rules, approval and payout7 min read
- Setting up your company (owners & admins)6 min read
- "Control panel" — the company admin area3 min read
- Inviting team members4 min read
- Roles, permissions and lead access6 min read
- Teams and hierarchy3 min read
- Automatic lead routing and distribution6 min read
- Customising lead statuses3 min read
- Company settings: profile, language, currency and privacy5 min read
- Company email notification rules5 min read
- Customer email look and team signatures3 min read
- Activity log and restoring deleted leads2 min read