Viserdesk
    • usa
      English
  • HOME
  • USER MANUALS
  • FAQS
  • STRATEGIC PLAYBOOK
  • ALL TICKETS
  • Login
    • usa
      English
  • Login
83 Articles

Aiunify CRM User Operations Manual

Centralizes contacts, customers, prospects, pipelines, activities, tasks, interactions, and relationship history in one system.

Created! Aug 24, 2026

Chapter 1 — AIUNIFY CRM Overview

View Details
Created! Aug 24, 2026

Chapter 2 — Getting Started with AIUNIFY CRM

View Details
Created! Aug 24, 2026

Chapter 3 — Signing In, Two-Factor Authentication, Password Recovery, and Signing Out

View Details
Created! Aug 24, 2026

Chapter 4 — Navigating the CRM Workspace, User Permissions, and Quick Actions

View Details
Created! Aug 24, 2026

Chapter 5 — Managing Your Profile, Language, Notifications, and Personal Preferences

View Details
Created! Aug 24, 2026

Chapter 6 — Understanding the Dashboard, Widgets, and Quick Statistics

View Details
Created! Aug 24, 2026

Chapter 7 — Managing Personal To-Do Items

View Details
Created! Aug 24, 2026

Chapter 8 — Customers Overview

View Details
Created! Aug 24, 2026

Chapter 9 — Creating and Editing Customers

View Details
Created! Aug 24, 2026

Chapter 10 — Managing Customer Contacts and Contact Access

View Details
Created! Aug 24, 2026

Chapter 11 — Working with Customer Profiles, Notes, Files, and Vault Entries

View Details
Created! Aug 24, 2026

Chapter 12 — Reviewing Customer Transactions, Statements, and Related Records

View Details
Created! Aug 24, 2026

Chapter 13 — Importing, Exporting, Searching, and Bulk-Managing Customers

View Details
Created! Aug 24, 2026

Chapter 14 — Leads Overview: Table and Kanban Views

View Details
Created! Aug 24, 2026

Chapter 15 — Creating and Editing Leads

View Details
Created! Aug 24, 2026

Chapter 16 — Managing Lead Status, Assignment, Tags, Lost, and Junk States

View Details
Created! Aug 24, 2026

Chapter 17 — Lead Activities, Notes, Attachments, Reminders, and Files

View Details
Created! Aug 24, 2026

Chapter 18 — Importing, Exporting, Searching, and Bulk-Managing Leads

View Details
Created! Aug 24, 2026

Chapter 19 — Converting Leads into Customers

View Details
Created! Aug 24, 2026

Chapter 20 — Sales Workspace Overview and Common Transaction Concepts

View Details
  • ‹
  • ›

Showing 1 to 20 of 83 results

  • ‹
  • 1
  • 2
  • 3
  • 4
  • 5
  • ›

© 2026 Aiunify Learning Center. All Rights Reserved

Privacy Policy , Terms of Service