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Welcome to the Help Center!
Find articles, videos and help to make the most of Spotler CRM!
Getting started Tips and tricks for beginners
Dashboard Highlight the data that matters to you
Accounts Fundamental data to use your CRM system
Contacts How to manage your contacts
Tasks The things you need to do
Activities How to add activities
Calendar View and prioritise your tasks, opportunities and activities
Reports Create and export your own custom reports
Tags Get an overview of certain tasks, accounts or contacts
Automations How to create automated workflows
Sales Manage Opportunities and Quotations
Marketing Build lists to segment and more
Service desk SLAs and cases
Settings Configure your account
Training Become a Spotler CRM expert!
Releases Check the latest release notes

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Spotler UK Support: support@spotler.co.uk

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