THE LAIR · CRM · how-to

Getting started with DRACOFORCE CRM

A two-minute tour of where everything lives. You can skip it and open it again any time from Help.

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1. 1

   Your workspace

   This is your CRM home. Everything — people, companies, pipelines, tasks and notes — lives here, and the left rail switches between them. What you see is scoped to your organisation.

2. 2

   People & companies

   Your contacts and the organisations they belong to. Add a record by hand, import a list, or let a mission drop them in — and link a person to their company so the history follows both.

3. 3

   Pipelines & opportunities

   Deals move through stages you control. Drag an opportunity from one column to the next as it progresses; each card carries its value, owner and next step.

4. 4

   Views & filters

   Shape any list to the question you are asking: filter, sort, choose the columns, and switch between a table and a board. Save it as a view and it is one click next time.

5. 5

   Tasks & notes

   Keep the work on the record it belongs to. Log a call, leave a note, assign a task with a due date — so the next person to open the record sees exactly where things stand.

6. 6

   Settings

   Your profile, your team members and their roles, and how the workspace is configured. Administrators manage who can see and do what from here.

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