Knowledge Base durchsuchen

Account setup, workspaces, fields, and first steps in EDGE Sword.

Tenant settings from the Settings drawer — workspace, people, modules, billing, and security.

Leads, deals, pipelines, Pulse, companies, and sales portals.

Interactions, calendar, ticketing, voice, and customer communications.

Campaigns, forms, and outbound engagement.

Invoices, payments, expenses, accounting, tokens, and commissions.

Products, stock levels, price lists, and offers.

Vehicles, picking, live map, vendors, and field operations.

Employees, leave, shifts, payroll, and org structure.

Point of sale, bookings, rooms, dining floors, and recipes.

Assets, projects, and capital for real-estate style operations.

Salesmen portal and customer portal experiences.

Workflows, approvals, and triggered actions.

Dashboards, reports, Eye, deep search, and FMCG reporting.

Roles, permissions, RBAC, and workspace security.