User guide
CRM
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
Marketing
Sales
Projects
Supply chain
Finance
Maintenance
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
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