Functions
Getting Started
Creating your first app. Basic business process settings. Overview of tools for monitoring and reporting.
Business Processes
Modeling business processes in the low-code designer. Sequence diagrams and BPMN processes. Debugging tools. Process monitoring.
CRM
Deal management, sales pipelines, reports, deal dynamics, and revenue forecast. Customer and contact databases. Sales activities. Granular access permissions.
Electronic Document Management
Document Type Apps. Categorization and registration. Ready-made document routes. Document template. Digital signature. Access settings.
Roles
Low-Code developer
User
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Tasks
Creating and reassigning tasks, task deadlines, task tracking, task search.
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Messages
Activity stream, chats, and channels. Mentions, notifications, and sharing files.
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Calendar
Personal calendar. Workspace calendar, events, and event statuses.
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User Profile
User profile settings. Company, My department, schedule compliance. Mobile and desktop apps.