Your first session should focus on confirming that you can sign in successfully, identify the functions available to your account, review your personal profile, and understand how records are organized.
Because AIUNIFY CRM uses permission-controlled navigation, your workspace may contain only the areas required for your responsibilities.
Use the AIUNIFY CRM staff sign-in screen supplied by your organization. Enter the email address and password associated with your authorized CRM user account.
If two-factor authentication is enabled for your account, complete the additional verification step requested by the system before continuing.
After successful authentication, the CRM routes staff users into the internal workspace. The Dashboard provides the starting point for reviewing operational information relevant to the signed-in user.
Depending on your permissions and available data, the Dashboard can contain widgets, quick statistics, upcoming events, To-Do information, contract reminders, support information, and other operational summaries.
The sidebar is the primary way to move between CRM work areas.
Review the menu items visible to you. Common operational entries can include Customers, Sales, Subscriptions, Expenses, Contracts, Projects, Tasks, Support, Leads, Estimate Requests, Knowledge Base, Media, Calendar, and Reports.
If an area is absent, do not attempt to construct a direct URL to bypass the interface. Use only the functions your account has been authorized to access.
AIUNIFY CRM provides Quick Actions for frequently performed operations. The available Quick Actions depend on your access.
Confirmed operational Quick Actions include creating an Invoice, Estimate, Proposal, Credit Note, Customer, Subscription, Project, Task, Lead, Expense, Contract, Ticket, Knowledge Base Article where permitted, and Calendar Event.
The fastest way to start a common workflow is often to use its Quick Action instead of navigating through several menu levels.
Open your own user profile and verify that the personal information displayed for your account is correct.
The staff profile supports personal profile information, a profile image, email signature, language selection, and password management. The exact controls available may depend on the deployment and your account.
Before entering live information, determine what kind of record you are working with:
Before creating a new Customer, Contact, or Lead, search the applicable workspace for the company, person's name, email address, or other known identifying information.
Duplicate CRM records can divide notes, communications, sales activity, and history between multiple records.
Enter the information you know accurately rather than filling fields with guesses. Customer and Contact information may later be used in proposals, invoices, contracts, projects, email communication, and portal access.