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Welcome

Ready to discover the power of SuperOffice CRM and learn more? Start from the very beginning and let us take you on an exciting CRM journey with how-to guides, or just jump straight to any specific topic in the menu.

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Diary

 
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Dashboards

 
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Document

 
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Requests

 
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Project

 
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Sale

 
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Marketing

 
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Mobile

 

Getting started

  • schoolIntroduction
  • schoolLearn the basics
  • video_libraryProduct demo
  • listLog in
  • listPreferences
  • listConnect email, document, diary
  • listEdit email signature
  • library_booksThe layout elements

Latest updates

  • new_releasesRelease notes
  • exploreNew request management
  • exploreConfigurable screens - archives

Search options

  • schoolIntroduction
  • exploreSelections
  • listFree-text search
  • listSearch from navigator
  • listSearch in dialogs
  • listThe Find screen
  • listSearch criteria
  • listCreate selection

Company and contacts

  • schoolIntroduction
  • listNew company
  • listNew contact
  • listSend email to a contact
  • library_booksThe Company screen
  • library_booksThe Contact screen

Email and diary

  • schoolIntroduction to email
  • schoolIntroduction to diary
  • listChange default mail client in SuperOffice
  • listCompose email
  • listNew appointment
  • listVideo meetings
  • library_booksThe Diary screen

Document

  • schoolIntroduction
  • listNew document
  • library_booksTemplate variables

Request management

  • schoolIntroduction
  • listNew request
  • listAccept request
  • listReply to customer
  • listWork with reply templates
  • library_booksThe Request screen

Sale and dashboards

  • schoolIntroduction
  • exploreForecasting
  • exploreSales targets
  • exploreDashboards
  • listNew sale
  • listAdd stakeholders
  • listWorking with sales guide
  • listNew dashboard
  • listWork with tiles
 
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