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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 61 — Using AI Call Logs for Lead Follow-Up

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Created! Aug 24, 2026

Chapter 62 — SMS Overview, Templates, and Sending Custom SMS Messages

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Created! Aug 24, 2026

Chapter 63 — Scheduling and Managing SMS Messages

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Created! Aug 24, 2026

Chapter 64 — Document Management Overview and File/Folder Organization

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Created! Aug 24, 2026

Chapter 65 — Uploading, Editing, Versioning, Previewing, Downloading, and Locking Documents

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Created! Aug 24, 2026

Chapter 66 — Sharing Documents, Approvals, Signatures, Reminders, Restore, and Bulk Actions

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Created! Aug 24, 2026

Chapter 67 — AssetCentral Overview and My Assets

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Created! Aug 24, 2026

Chapter 68 — Working with Assets, Status, Notes, Attachments, Check-In/Out, and Transfers

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Created! Aug 24, 2026

Chapter 69 — Asset Audits, Appreciation, Depreciation, QR Scanner, and Reports

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Created! Aug 24, 2026

Chapter 70 — HR & Payroll Overview and Employee Information

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Created! Aug 24, 2026

Chapter 71 — Managing Attendance, Commissions, Deductions, Bonus/KPI, and Insurance

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Created! Aug 24, 2026

Chapter 72 — Reviewing, Creating, Downloading, and Closing Payslips

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Created! Aug 24, 2026

Chapter 73 — Reviewing Payroll Results and HR & Payroll Reports

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Created! Aug 24, 2026

Chapter 74 — Affiliate Dashboard and Member Operations

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Created! Aug 24, 2026

Chapter 75 — Managing Affiliate Programs and Commission Rules

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Created! Aug 24, 2026

Chapter 76 — Reviewing Affiliate Orders, Logs, and Activity

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Created! Aug 24, 2026

Chapter 77 — Affiliate Wallet, Transactions, Withdrawal Requests, and Reports

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Created! Aug 24, 2026

Chapter 78 — TrackChat Overview and Omnichannel Inbox

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Created! Aug 24, 2026

Chapter 79 — TrackChat Messages, Media, Templates, Assignment, and Conversation Status

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Created! Aug 24, 2026

Chapter 80 — TrackChat Contacts, CRM Linking, Labels, Quick Replies, and Team Chat

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