The whole thing, screen by screen, before you log in
The longest page on the site, and deliberately so. Every screen in order, at the pace of somebody being shown around rather than sold to.
Watch
What it does
What the walkthrough covers
Every screen, in the order you meet them
Dashboard, conversations, contacts, calendars, opportunities, payments, marketing, reporting. The same order the menu puts them in.
The setup screens too
Connecting a channel, taking a number, building the first workflow. The parts a feature page skips and the first week does not.
Nothing sped up
Screens are shown at the speed they load and the pace they are used, so nothing looks faster here than it will for you.
How it works
How to watch it
- Watch the first few minutes to see whether the shape fits your business.
- Skip to the section covering the job you lose most work to.
- Watch the setup part before deciding how long moving in will take.
- Follow the links out to the feature pages for anything you want in writing.
Worth knowing
Worth knowing
- It is long. Most people do not need all of it, and the guided tour will get you to one feature faster.
- A walkthrough is a demonstration, not your account. Yours starts empty and looks sparser than this.
- Software changes. Screens shift over time, and anything filmed will eventually be a little out of date.
Related
Related
Everything in one place
The claim in one page rather than eleven minutes.
Before and after
The same product as an ordinary working day.
Opportunity pipeline
The screen most owners skip ahead to.
Skip to your problem
Watch the section covering where your work goes missing, then log in and try that one part.