1. Using the “How to Use This Page” Button
Located at the top right corner of every page.
Click this button to get a quick overview of the current page and its key features.
deal for understanding the general layout and functionality.
2. Understanding the “What is This?” (Question Mark) Icon
This Question Mark (?) Icon is placed next to different features throughout the platform.
Click on it to get a detailed explanation of that specific feature or section.
Useful for learning how to use different tools within the CRM effectively.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist.