Articles
How is organized
How Zevli CRM is organized Goal. Learn the areas of the screen, the navigation by module and the...
Notifications
Notifications Goal. Receive and manage the CRM's alerts: new messages, leads, assigned cases,...
Profile, language and two-step verification
Profile, language and two-step verification Goal. Keep your personal details up to date, choose...
Roles and permissions
Roles and permissions Goal. Understand what each CRM role can do and how permissions determine...
Signing in and resetting your password
Signing in and resetting your password Goal. Enter the CRM with your email address and password...
The "Getting started" guide
The "Getting started" guide Goal. Use the checklist the CRM shows administrators until the...
Welcome wizard
Welcome wizard Goal. Complete the two steps that make a newly created company ready to work: the...
