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.
SuperOffice CRM supports businesses by giving them the tools that help eliminate working in silos, increase personal productivity and enhance collaboration among teams. Learn how to start using your SuperOffice CRM with this set of how-to guides.<
This user guide for Settings and maintenance will help you, as an administrator, to set up and configure SuperOffice CRM for Sales, Marketing, and Service.
Best practices & tips
Looking for CRM tips? Need inspiration on how to boost your sales, marketing, and customer service performance? Browse our content collection and share best practices with others.
Documentation for user and admin tasks in SuperOffice CRM.
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/W68M1IOke0Y11/22/2021
Other learning resources
Join a course or a webinar, online or offline, to learn something new.
Learn and share with your peers in the SuperOffice community.
These help systems provides you with a comprehensive assistance for users and administrators for all our features and functions in SuperOffice CRM.
Check out our consulting services or find a local partner.