Support and Tips in your CRM – Help Drawers

Each screen of your CRM system includes a pull-out Help Drawer containing information on using the page you are on. You’ll find details of how the feature works, how to edit and how to customise, as applicable. You’ll also find links to the relevant page in this Support Hub and ‘how to’ videos for further help in using the feature.

The Help Drawer can be accessed by clicking on the blue ‘?’ tab in the top right-hand corner of your screen.

Open the CRM Help Drawers

Click on the hyperlinks within the text for relation topics or the ‘Find out more’ button to see more information on the overall subject. Click the ‘x’ tab to close the Help Drawer.

Open the CRM Help Drawers