Welcome To The OrangeCRM Help Guide!
Whether you are a CSR, a manager or a system administrator, this guide provides detailed step by step instructions to help all levels of users execute their responsibilities within OrangeCRM accurately and efficiently. From daily customer service tasks to admin duties such as CRM setup and maintenance, this tool will deepen your understanding of how OrangeCRM works and will enable you to take full advantage of it's feature-rich design.
To get started, please take a moment to read the rest of this page to ensure that you get the most benefit from this help guide.
The table of contents is located in the pane to the left of this text.
Note: For accurate instructions specific to the UI option you are
using in OrangeCRM, please be sure to click
on the appropriate user interface option in the table of contents
to see an expanded view of its help topics.
The table of contents pane may be hidden to expand the topic viewing area.
To quickly find something specific, use the Search box located above the table of contents.
The search results will display every instance of the word or phrase you are searching for, along with a link to each topic it appears in.
Note: For accurate instructions specific to the UI option you are
using in OrangeCRM, please be sure to click
on the appropriate UI option in the search results.
When you click on a topic, it will open a page that contains several related subtopics. A mini table of contents is located at the top of each page, which not only provides a brief overview of the subtopics, but also contains clickable links that allow you to jump to a specific section on that page.
As you scroll through a main topic, you will find that each subtopic is clearly identified and delineated.
If there is a term or word used within this help guide that you are unfamiliar with, please refer to the definitions provided in the Glossary of Terms topic, located in the main table of contents.
This guide assumes that you understand the Windows Operating system.
Illustrations in this guide show screen shots of the software, which is constantly under development. At times, these images may be different from the current version of the software.
The content of this guide may be modified without notice.
It is prohibited to reproduce the content of this guide, fully or partially, without notice.
If you need more advanced support than is provided in this manual, please contact us directly at (770) 227-0036 Ext 1.