Learn how to use SuperOffice CRM

New to SuperOffice CRM? Want to learn more about certain features? Browse our content or find a training option.

Best practices & tips

My Favourite Feature - Customisable Dashboards

This short video will show you how you can get the most out of using the new customisable dashboards in SuperOffice. Have a look at some of our new available tables and see how easy it is to create brand new dashboards where you can easily change the dataset and layout of your chosen tile.

01/20/2022

Discover the new Help Center & Community

Discover your new All-in-one Help Center & Community. Where you are in full focus. The new Help Center & Community offers you one site, one place to learn, one place for support, and only one login.

12/16/2021

Resource Management - My Favourite Feature

This short video will show you how you can get the most out of using your SuperOffice CRM Diary for Resource Management. Learn how you can use the Diary area to help manage your internal resources, this could be booking the use of internal equipment, allocating vehicles or even used to book meeting rooms within the business.

12/16/2021

How to create a project in SuperOffice CRM

Learn how to create a project in SuperOffice CRM. A project is ideal for organizing all your documents, meetings and other activities. And sharing them with your colleagues and other project members.

11/26/2021

How to add a new dashboard tile and edit its layout

Learn how to add a dashboard tile and edit its layout. We will explain how you can: • Add tiles to your dashboard • Create your dataset by adding the search criteria • Edit your Chart layout, and • Edit the formatting options. For more information about using Dashboards go to: How to create and edit a dashboard in SuperOffice CRM https://youtu.be/W68M1IOke0Y

11/22/2021

Other learning resources

Training events

Join a course or a webinar, online or offline, to learn something new.

Forums

Learn and share with your peers in the SuperOffice community.

Help files

These help systems provides you with a comprehensive assistance for users and administrators for all our features and functions in SuperOffice CRM.

Consulting services

Check out our consulting services or find a local partner.