Progress your way through the general track and then move on to advanced track once you have mastered the fundamentals.
If you are unsure which path to take, need help or want to provide feedback, please submit a support ticket by clicking on the ‘?’ in the upper-right corner within Satuit and selecting “Submit a Support Ticket”.
General SatuitCRM® & SatuitSIP® Secure Investor Portal Track
- Basic Navigation & Menus
- How To Add A Business/Entity
- How To Add A Contact
- How To Add A Document
- Fast Find
- Create A Saved View
- Configure Your Home Page
- Customize Your Browse Lists
SatuitCRM® Specific
SatuitSIP® Specific
- Introduction to SatuitSIP®
- Portal User Activation
- Contact Portal Settings
- Portal Access Management
- Portal Access and Client View
- Shared Content