SatuitCRM® - Quick Start Training

The Help widget, located in the bottom left of the Satuit application, provides quick access to our extensive knowledge base filled with articles and videos. When a user clicks on the widget, they can instantly search to find more information about a certain Satuit feature. For example, if a user wants to learn more about saved views, then they simply type 'Saved Views' into the search field and press enter. The top results will display, where they can select an article to view it directly from within the Help widget or select the icon in the top right to have the article open in its own tab.

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Satuit Quick Start Guide ⏯

Outlook Integration Tip & Tricks ⏯

Building Your Home Page for Quick Access to Key Data ⏯

Creating Re-usable Lists (Saved Views) ⏯

Moving, Merging, and Archiving Contacts ⏯

Shortcuts To Your Data ⏯

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