The insideCRM manual
This Knowledge Center is the central source of knowledge for insideCRM. It combines short entry aids with detailed functional descriptions and technical instructions for advanced users.
For training and a quick overview, the insideCRM short presentation is also available as an editable PowerPoint file.
The right start
| When you ... | Start here |
|---|---|
| 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?