CRMit brings a lot of tools together in one place, so knowing how to move around makes everything faster. This guide walks you through the menu, the dashboard, search and the handful of controls you will use every day.
The menu down the left is your main way to get around. It groups every part of CRMit into modules such as Customers, Quotes, Invoices, Jobs and Settings. Click a heading to expand it and reveal the pages inside.
Your Dashboard gives you a snapshot of your business at a glance. It is a good first stop each day to see what needs your attention.
Most list pages have a search box at the top. Type a name or reference and CRMit filters the list so you can jump straight to the record you want, rather than scrolling.
Near the top of a page you will see breadcrumbs showing where you are. Click any earlier step in the trail to move back up a level without losing your place.
When you are on a list, look for a create button towards the top right, such as Create Customer or Create Sales Order. This is the quickest way to add a new record from wherever you are.
Your profile and account options sit at the top of the screen, and company-wide options live under Settings in the menu. This is where you manage your details and how CRMit behaves.
Tip: Most list pages have a create button in the top right, so you rarely need to hunt through menus to add something new.
Now you can move around with confidence, get to know your dashboards and the basics of CRMit.
Book a quick demo and we will show you around CRMit and help you get started.