Six files, one system. Everyone starts with Chapter 0, then jumps straight to the guide matching their role. Click any card below — this page only works when kept in the same folder as the other five.
Start here regardless of role: create the organization, accept the Privacy & Data Policy, and log in for the first time.
Chapter i · EveryoneA five-minute map of the whole CRM in plain language, before diving into your role's detailed guide. Ends with where to get help.
Chapter 1Full org control — set up the team, rates, goals, and every screen a Master/Sales Manager sees.
Chapter 2Same CRM, scoped to one line — what's different from the Manager view, and what a Leader can and can't do.
Chapter 3The daily workflow — personal pipeline, clients, and performance, with the team-oversight pages removed.
Chapter 4The smallest, most focused role — working an assigned lead base and checking agent availability.