Documentation
Everything you need to get the most out of CRM.
Getting started
Sign in with your account credentials to access the CRM. If you don't have an account, contact your organization admin to get an invitation.
Once logged in, you'll land on the Contacts page — your central hub for managing relationships.
Contacts
The Contacts page lists all people in your organization's CRM. You can search by name or email, and paginate through large lists.
Click New contact to add a person, or click any row to open their details and edit or delete the record.
Notes
Notes let you capture free-form context about your work. Pin important notes so they always appear at the top of the list.
Metrics
Metrics track quantitative data over time. Create a metric, add data points, and view a chart of trends on each metric's detail page.