Overview
Guides
End-to-end walkthroughs that cross modules: from a new lead to a paid invoice, from an idea on a whiteboard to a delivered project, from an event to an automation.
Guides follow one piece of real work from start to finish, across modules. Each step links to the page with the detail.
| Guide | You will |
|---|---|
| From lead to paying customer | Capture a lead, win the work, deliver it and get paid, with every record linked |
| Run a client engagement | Deliver a project with a client portal, tracked time and an invoice |
| Invoice to payment | Send an invoice, take the payment and match it to the bank |
| Close the month in Finance | Import, explain, reconcile and close the period |
| Run an outreach campaign safely | Set up a sender and launch a journey that stops on reply |
| Build your first automation | Turn a chat message into a calendar event, then extend it |
| Onboard your team | Invite people with the right access from day one |