User guide
v0
User guide
Introduction
What is Hubleto
Who is Hubleto for
How to use this guide
Getting started
Registration and login
Homepage overview
Menu navigation
User guide
CRM
Customers
Contacts
Calendar
Documents
Workflow
Mail
Dashboards
Marketing
Campaigns
Leads
Sales
Suppliers
Deals
Products
Orders
Projects
Tasks
Worksheets
Projects
Issues
Supply chain
Warehouses
Inventory
Finance
Invoices
Maintenance
Notifications
Settings
Tools
User guide
CRM
Customers
Add a customer
Edit and manage data
Filtering and search
Contacts
Difference between a customer and a contact
Add and manage contacts
Tags and categorization
Calendar
Create an event
Link events to contacts or customers
View calendar by days/weeks/months
Documents
Upload new document
Previews (thumbnails) and downloads
Organize documents
Workflow
What is workflow (processes)
Create workflow step by step
Manage tasks in a process
Mail
Link your email account
Send emails directly from Hubleto
View communication history
Dashboards
How to add a dashboard (step by step)
Edit panels
Share a dashboard
Marketing
Campaigns
Create a campaign
Target customers
Track results
Leads
Add a lead
Manage leads and convert them into customers
Sales
Suppliers
Add a supplier
Manage supplier data
Link to products
Deals
Create a deal
Deal stages (pipeline)
Evaluate success rates
Products
Add a product
Price lists and categories
Manage inventory
Orders
Create an order
Link to customers and products
Export invoices
Projects
Tasks
Add a task
Assign tasks to the team
Set deadlines and track progress
Worksheets
Track time and work
Step-by-Step
Projects
Create a project
Manage project phases
Reporting
Issues
Create an issue
Prioritize and resolve
Track change history
Supply chain
Warehouses
Add a warehouse
Manage stock
Inventory
Track inventory
Step-by-Step
Finance
Invoices
Step-by-Step
Link to orders
Export invoices
Maintenance
Notifications
Manage alerts
Step-by-Step
Settings
User profile
Language and appearance
Step-by-Step
Tools
Step-by-Step
Practical tips
