Welcome

Find your way around the workspace, learn each module, and complete everyday tasks.

What this Help Center covers

These guides are written for people using the product day to day—sales, marketing, operations, support, and admins—not for developers.

Use the sidebar to browse by category (Basics, CRM, Marketing & website, and so on), or search if you know what you need.

Help Center welcome page with sidebar topics

Your theme and labels may differ slightly from this example.

Getting oriented, signing in, moving around the app, and fixing common issues.

Getting started — sign in, first steps, and how work flows across modules
Working with the platform — understand records, handoffs, and the customer lifecycle across modules
Role-based guides — choose the right daily workflow by team or job
End-to-end tutorials — complete cross-module scenarios from lead capture to support and automation
Platform flows — end-to-end visual maps across marketing, CRM, support, AI, automations, and delivery
Lead-to-revenue lifecycle — see the full path from visitor touch to qualified pipeline, forecast, and delivery
Customer lifecycle — understand onboarding, support, health, renewal, and expansion in one flow
AI and automation flow — learn how Copilot, approvals, rules, runs, and integrations connect
Learning delivery flow — connect sold offers, cohorts, learners, progress, and certificates
Account and access — sessions and which areas you see
Workspace navigation — sidebar, search, in-app Help
Troubleshooting — sign-in problems, missing modules, errors

Customer records, pipeline, and day-to-day sales and support work.

CRM — leads, accounts, contacts, deals, pipelines, activities, support, tasks, employees
Lead qualification and conversion — qualify, enrich, route, dedupe, and convert leads
Daily pipeline review — inspect deals, saved views, forecast, and reports
Sequences and follow-up — run repeatable follow-up and log communication cleanly
Customer support and renewals — work tickets, onboarding, health, renewal, and expansion in one place

Acquisition and public content.

Marketing — campaigns, funnels, landing pages
Website and CMS — static pages and blog
Launch a campaign — connect campaigns, funnels, and reporting from the start
Publish a landing page — create a conversion page with a CRM-linked form
Attribution and nurture — understand touches, influenced pipeline, and sequence enrollment
Manage website content — publish static pages and blog posts without losing form capture context

What you sell and money movement.

Products and commerce — courses, events, payments
Manage offers, events, and payments — keep catalog, event, and payment records aligned

Training delivery and credentials.

Learning — overview, learners, courses, course creation studio (mock), lessons, quizzes, analytics, certifications
Deliver training and certification — run cohorts, lessons, quizzes, learner progress, and certificates

Internal effort tracking.

Operations — time tracking
Time tracking and delivery ops — log hours, review effort, and keep delivery data clean

Copilot and automation.

AI assistant — chatbot, automation runs, rules, integrations
Use Copilot and approvals — ask for help safely and review action suggestions
Operate automation runs and rules — monitor workers, ledgers, rules, and integrations

For platform administrators only.

Admin settings — workspaces, access, subscription plans
Workspace and access setup — provision tenants, plans, modules, and operator access

If you already know the job you need to do, start here:

Need to get a lead into pipeline: Lead qualification and conversion
Need to inspect the current sales book: Daily pipeline review
Need to launch acquisition surfaces: Launch a campaign and Publish a landing page
Need to understand which marketing work influenced revenue: Attribution and nurture
Need to work a customer account after the sale: Customer support and renewals
Need to use AI safely: Use Copilot and approvals
Need to run automation operations: Operate automation runs and rules
Need to deliver learning: Deliver training and certification

If the hardest part is understanding how modules interconnect, open one of the lifecycle guides:

While signed in, open Help from the workspace for module-specific guides that match the areas your organization turned on.