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1. Managing follow-ups Leads & Sales Pipeline … next action on a lead, get reminded, and see what is due. A follow-up is the next thing to do on a lead — a call, a meeting, a demo — with a time attached, so it does not get forgo …
2. Creating and managing leads Leads & Sales Pipeline … a lead Open a lead to see everything about it in one place: Follow-ups — schedule the next call or meeting. See Managing follow-ups . Notes — keep a record of conversations. Activi …
3. Applying for leave HR & Payroll Check your balances, request leave or a half day, and follow your request to approval. Leave lives in HR & Payroll → Me → Leave . The Leave page Tab What it shows Overview Your bal …
4. Claiming a reimbursement HR & Payroll … something on the company's behalf? Claim it with a receipt, follow it through approval, and get it paid with your salary. Claims live in HR & Payroll → My Pay → Reimbursements . A …
5. Managing team access Security & User Permissions … very person with that role gets the change. Important Menus follow permissions. If someone cannot see a module, check their role before anything else. Removing access To stop someo …
6. Troubleshooting common issues Troubleshooting & FAQs … ed. See Subscription and billing basics . Your role — menus follow permissions. Ask your administrator to check your role in Configuration → User Management . WhatsApp messages are …
7. Signing in to your workspace Getting Started … screen, select Forgot password? . Enter your Work email and follow the verification step. Choose a New password , type it again in Confirm new password , and save. You can then sig …
8. Clocking in and tracking attendance HR & Payroll … r approval . The request goes to your approver, and you can follow it in Approvals → My requests . For managers and HR Managers see their team in My Team → Who's Working and Team A …
9. Why can't I see a module in my menu? Troubleshooting & FAQs · FAQ … e that is not part of it stays locked) and your role (menus follow permissions). Your workspace administrator can check both — Configuration → Subscription & Billing and Configurat …