Getting started
Guided tours
There are three guided tours. Each one dims the screen and points at the real controls one at a time, with a sentence on what each does. You can try them on a sample board at /tour without an account, or run them on your own data from Help in the top bar in the app.
See it instead of reading it. The CRM board: a 3-minute guided tour on a sample board.
The tours
| Tour | What it covers | Time |
|---|---|---|
| The CRM board | Boards, the table, groups, columns, filters and views, bulk actions, import, the pipeline and the sales report | 3 min |
| Inside a record | The record panel: fields, email and scheduling, notes, tasks and history | 2 min |
| Finding your way around | The left rail, workspaces, search, notifications, the calendar and settings | 2 min |
Starting a tour in the app
- 1Click Help in the top bar, or use the Learn the CRM card on your workspace home.
- 2Under Guided tours, pick one. A tick shows the ones you have already taken.
- 3Move with Next and Back, or the arrow keys. Esc or Skip tour leaves at any point.
The board tour is offered once, automatically, the first time you sign in. If you choose Not now, it won't be offered again, but it is always under Help in the top bar.
Try it without an account
Take the tour on a sample board. It is the same tour, with the same steps, on a board filled with example deals, so you can see how the CRM works before you sign up.
Tours run in your browser and remember what you have taken on this device only. On a new computer the board tour is offered again.