Learn how to use each module of the system. Click any guide to open the detailed documentation.
Key metrics, lead trends, automation performance, and recent activity at a glance
Manage inbound prospects, qualify them, and import to contacts
Contact directory with activity timeline, email, and SMS messaging
Track opportunities through pipeline stages, log stage changes, and forecast revenue
Create and send questionnaires to qualify leads automatically
Build multi-step automated workflows triggered by lead and contact events
Manage lead sources and website forms that capture leads directly into the CRM
Publish product or service catalogues and attach them to leads
Monitor website traffic sources with date range filtering
Built-in user types, custom roles, and how to control team access
Invite team members, manage invitations, and assign roles
View your plan, track usage limits, and update billing details
Configure SMTP settings, create reusable email templates, and send test emails
Review a full log of every action taken in your organization
Open and track support cases with the Straightline team
