FAQs in this section
What is Onboarding?
What is the App Selection Page?
What are the apps on the App Selection Page?
What is the default landing page of the apps in the App Selection Page?
Can I pin the modules as Favorites on the default landing page?
What modules get pinned as favorites on the default landing page?
What are Onboarding Cards?
What are the benefits of the Onboarding feature?
What are the Onboarding Components?
How do I access the Onboarding feature?
Table of Contents
Follow these steps to access the Onboarding feature:
- Log in to the CRM. The Onboarding icon (?) is at the bottom right corner.
- Clicking the icon displays the Onboarding window.
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