Category

Getting started

Set up your workspace, sign in securely and understand the core CRM workflow.

01Britixo CRM workspace overviewUnderstand how customers, sales, projects, support and reporting connect in one workspace.02Sign in to the staff admin areaAccess the secure staff workspace and understand login, password and two-factor prompts.03Complete the initial company setupConfigure identity, locale, company information, branding and essential operational defaults.04Understand roles, permissions and visible menusLearn why different users see different menu options and how permissions protect customer and financial data.05Use global search to find CRM recordsFind customers, contacts, leads, invoices, projects, tasks and other records without opening each module.06Set your profile, language and passwordKeep personal details, interface language, signature, password and two-factor settings current.07Understand record statuses and activity historyRead status labels, timelines, notes and audit information before changing a record.08Prepare Britixo CRM for production useFollow a practical readiness checklist covering email, cron, permissions, payments, backups and testing.