Two guides. Read them in order or dip in when you hit a specific question. Both open in-browser or download to print.
Day one of your CRM. First 10 minutes, first hour, first week. Get selling, quoting and getting paid in under a working day.
Every module. Every setting. Every workflow. 16 pages across 8 self-contained chapters covering the full CRM.
To save as PDF, open either guide and press Ctrl+P (Cmd+P on Mac). Set destination to "Save as PDF", paper A4, margins None, enable "Background graphics". Result matches the branded print layout exactly.