Search the Help Centre

Search the Help Centre Search

1. Finding your way around AutoMyra Getting Started The menu, the top bar, search, notifications, shortcuts and help — and how to change your layout. The menu The menu down the left lists the modules in your workspace, grouped into …
2. Introduction to AutoMyra Getting Started … which appears in your AutoMyra web address and is what you search for when you sign in. The left-hand menu is grouped into sections. You only see the sections your subscription in …
3. Creating and managing leads Leads & Sales Pipeline … g. List or pipeline The Leads page has two views. List is a searchable, filterable table. Pipeline shows leads as cards in a column per stage. See Understanding the sales pipeline …
4. Managing customers CRM & Customer Management … who they are, where they are, and what they still owe. Use search and filters to find a customer, and open one to see their full record. Leads that become customers When a deal is …
5. Using Messenger for team chat Shared Inbox & Messenger … tarting a conversation Direct message: select New message , search for a colleague under Search people , and start typing. Channel: select New channel , give it a Channel name and …
6. Approving requests HR & Payroll … e a request Open Approvals → To approve . Filter by type or search if the list is long. Each row shows how long it has been waiting. Open a request to see its details. Select Appro …