Knowledge Base Categories
Customers
Managing client data, portals, and imports.
Leads
Web-to-lead forms, kanban boards, and conversions.
Contracts
Creating, signing, and managing client agreements.
Support Tickets
Email piping, departments, and ticket handling.
Sales
Invoices, estimates, taxes, and recurring billing.
Changelog
Release notes and system update history.
Expenses
Recording receipts, billable expenses, and categories.
Goals Tracking
Setting staff and company-wide objectives.
Surveys
Mailing lists, feedback forms, and survey reports.
Projects
Timesheets, milestones, Gantt charts, and billing.
Payment Gateways
Configuring Stripe, PayPal, Authorize.net, etc.
Tasks
Checklists, recurring tasks, and time tracking.
General Settings
Company info, custom fields, and staff roles.
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