Learn
How to Videos
Unlock the full potential of our CRM with easy-to-follow, step-by-step video tutorials. Whether you’re just starting or looking to explore advanced features, these videos will guide you through every key function, helping you get more done, faster.
Customer & Vendor
Custom Fields Data Import
Consume Groups in Financial Records
QuickBooks Group Import Support
Results Pricing Group
Activity Type Defaults with
Completed & Priority Fields
Redesigned Line-Item Grid with
Roll-Back for Financial Modules
Real-Time QuickBooks
Integration with Webhooks
Smarter Advanced Search
with Date-Based Filters
Automatic Record-Locking
for Safer Edits
Enhanced QuickBooks with
Updated Project Financials
Navigate Through the System
How to Configure the Admin Settings
How to Reset Password
Multi-Factor Authentication Sign-In
How to Add/Edit Users
How to Sign-In as a New User