On this page
The insideCRM manual
Find help for your work with insideCRM, from signing in and completing everyday tasks to solving problems.
For training and a quick overview, the insideCRM short presentation is also available as an editable PowerPoint file.
Help from the application
The question mark in the top right opens the guide for your current view in a new tab, keeping your input in the application. Use On this page to jump to a step. Need more help? links to search, troubleshooting and support. For an overview of workflows, open What would you like to do?.
The right start
| When you ... | Start here |
|---|---|
| want to complete a specific task | What would you like to do? |
| are new to Inside | Getting started |
| are looking for a specific feature | Feature index |
| edit leads, customers, or opportunities | CRM |
| use email, chat, calendar, or calls | Communication |
| set up Inside for a team | Administration |
| inspect an API or integration | System and interfaces |
| want to solve a problem | Troubleshooting |
This is how instructions are set up
Feature pages always answer the same questions:
- What is the function intended for?
- What are the conditions and rights?
- How is the task performed?
- What is the expected outcome?
- What are the special cases or differences?