How to Use This Help Center

This Help Center is organized into clear categories:

  • Getting Started — basics and orientation
  • Contacts — adding, editing, organizing
  • Tags — how to structure your CRM
  • Notes & History — tracking interactions
  • Follow‑Ups — reminders and workflow
  • Data Management — import/export
  • Account & Settings — your profile
  • Productivity Tips — best practices
  • Troubleshooting — quick fixes

Each article is short, clear, and actionable.

Tip: Bookmark the Features page — it links to every help topic.