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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