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Getting Started

First-run setup: creating your account, finding your way around the dashboard, and deciding who on your team can see and change what.

4 guides in this section

  1. 01

    Welcome to AutomateNexus CRM

    A comprehensive introduction to AutomateNexus CRM covering platform overview, quick-start checklist, system requirements, feature overview, sidebar navigation guide, and the latest feature additions.

  2. 02

    Setting Up Your Account

    Complete guide to setting up your AutomateNexus CRM account including the onboarding wizard, organization creation, workspace configuration, team invitations, profile settings, white-label branding, and billing.

  3. 03

    Dashboard Overview

    Complete guide to the AutomateNexus CRM Dashboard including widget-by-widget breakdown, KPI formulas, customization options, advanced dashboards, keyboard shortcuts, and mobile experience.

  4. 04

    User Roles & Permissions

    Complete guide to AutomateNexus CRM user roles and permissions including full permission matrix, RBAC business scenarios, organization hierarchy, user management workflows, approval configuration, and troubleshooting.