01Getting Started
Account Setup
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Using the Calendar View
Activities
Creating an Activity
Activities
What Are Activities?
Activities
Exporting Data
Contacts
Importing Contacts
Contacts
Managing Organizations
Contacts
Managing People (Contacts)
Contacts
Scanning Business Cards
Contacts
Customizing Dashboard Widgets
Dashboard
Dashboard Overview
Dashboard
Sharing Dashboards
Dashboard
Creating a Deal
Deals
Managing Deals
Deals
Using the Pipeline View
Deals
What Are Deals?
Deals
Account Setup
Getting Started
Forgot Password
Getting Started
How to Register
Getting Started
Logging In
Getting Started
Navigation Overview
Getting Started
Two-Factor Authentication (2FA)
Getting Started
What is SalesKey?
Getting Started
Composing and Sending Emails
Inbox
Connecting an Email Account
Inbox
Linking Emails to CRM Records
Inbox
Using the Inbox
Inbox
Converting a Lead to a Deal
Leads
Creating a Lead
Leads
Managing Your Leads
Leads
What Are Leads?
Leads
Managing Notifications
Notifications
Creating a Project
Projects
Using the Project Board View
Projects
Project Templates
Projects
Tasks and Subtasks
Projects
What Are Projects?
Projects
Understanding Reports
Reports
Company Settings
Settings
Custom Fields
Settings
Integrations Overview
Settings
Managing Teams
Settings
Managing Users
Settings
Pipelines and Stages
Settings
Profile Settings
Settings
Restoring Deleted Records
Settings
Roles and Permissions
Settings
Subscription and Billing
Settings
Workflows and Automation
Settings
Timesheet Approval Workflow
Timesheets
Manual Time Entries
Timesheets
Time Tracking Overview
Timesheets
Using the Timer
Timesheets
Common Issues and Troubleshooting
Troubleshooting
