Completing the guided product tour
The 5-step guided tour shows you where the modules, CRM, billing, and team settings live so you don't have to hunt around.
The tour fires automatically on your first login and skips itself if you've already completed it. You can re-run it any time from your profile menu (top-right) → Restart product tour.
What the tour covers
- Sidebar — every module lives here, grouped by category.
- Quick Add (+) — create a contact, invoice, or task from anywhere.
- Module switcher — pin your most-used modules to the top.
- Workspace search (⌘K / Ctrl+K) — jump to any record by name.
- Billing & Settings — change your plan, invite team, manage modules.
Stuck? The ? icon in the bottom-right opens live chat with our support team during business hours, or the help centre 24/7.