How do I…?

Pick a task below and follow the link to the page that shows you how. Every line points to a real how-to you can act on, grouped by what you're trying to get done. New to the workspace? Start with Create your workspace and Sign in. To use an app you don't see yet, an administrator can turn it on from the Apps page.

Run the business

• Track a deal through my pipeline → Manage your pipeline
• Capture leads from my site, chat, and events → Capture leads
• Wire CRM into my website, chat, and phone → Connect CRM to your site, chat & phone
• Send a quotation → Send quotations
• Sell at a counter or in a shop → Point of Sale
• Run a project and its tasks → Tasks & stages
• Log time against a task → Record time
• Bill logged time to a customer → Bill time
• Reorder stock before it runs out → Replenish stock
• Raise and track a purchase order → Purchase orders
• Build products with production orders → Build with production orders
• Keep equipment serviced before it breaks → Maintenance
• Handle customer support tickets → Helpdesk

Get paid

• Create and send an invoice → Create & send invoices
• Get paid online → Get paid
• Invoice the same customer every month → Recurring invoices & contracts
• Enter and pay a vendor bill → Vendor bills
• Set up taxes → Taxes
• Reconcile against my bank statement → Bank & reconciliation
• Get financial reports, assets, and budgets → The accounting package
• Sync my books to QuickBooks Online → Connect QuickBooks Online
• Submit an expense → Log & submit
• Approve and reimburse expenses → Approve & reimburse

Talk to customers

• Read and organize my email → Read, search & organize
• Compose and send email → Compose & send
• Share a team inbox → Shared team inboxes
• Set up mail for my company domain → Mail administration & deliverability
• Chat with my team in channels → Channels & messages
• Hold a video meeting → Meetings
• Record and transcribe a meeting → Call recording & transcripts
• Set up calling and SMS → Set up calling & SMS
• Call and text from a contact or lead → Call & text from records
• Manage my calendar → Calendar
• Take bookings on a public page → Appointments
• Keep one clean contact list → Contacts
• Send an email campaign → Build & send a campaign
• Build and clean a mailing list → Mailing lists & contacts
• Collect newsletter signups from my site → Collect signups from your website
• Run an event → Create an event
• Send event reminders and follow-ups → Reminders & follow-up
• Send a survey or quiz → Surveys

Your website

• Build and edit my website → Website Builder
• Add pages and menus → Pages, menus & publishing
• Capture leads with a website form → Forms & lead capture
• Get my site found on search → SEO & getting found
• Translate my site → Translate your site
• Put my site on my own domain → Publish on your own domain
• Sell products online → Set up your store
• Handle online orders and fulfillment → Orders, payment & fulfillment
• Publish a blog → Blog
• Sell online courses → Courses
• Add live chat to my site → Live Chat
• Run a community forum → Community forum

Your team

• Add a teammate → Invite your team
• Make someone an administrator → Invite your team
• Keep an employee directory → Directory & departments
• Onboard or offboard someone → Onboarding & offboarding
• Set up time off and approvals → Requests & approvals
• Track attendance with a time clock → Attendance
• Run payroll → Worked days & pay runs
• Hire for an open role → Screen, interview & hire
• Manage company vehicles → Fleet
• Give a client a portal login → Invite clients & portal roles
• Choose what clients see in the portal → Choose what clients see
• Message clients through the portal → Message clients through the portal

Files & signing

• Store and share files, with folder-level access → Share files
• Write internal docs in a wiki → Write articles
• Request a signature → Request a signature
• Reuse a signature template → Templates & validity
• Export my data → Export your data

Admin & AI

• Turn an app on or off → Turn apps on and off
• Manage my account, password, and two-factor login → Your account & security settings
• Use my workspace on my phone → Use it on your phone
• Connect an AI agent → Connect an AI agent
• Understand pricing and seats → Pricing & billing
• See how my data is protected → Security & your data
• Connect to the API → External API
• See what an AI agent can do → AI agents & MCP
• Know how my data is backed up → Security & your data
• Use my own domain → Use your own domain