Getting started
First steps in the CRM.
Where to start
Signing in, finding your way, the basics
- Where to startThe first things to do in a new TicAte CRM workspace.
- Find your way aroundThe left menu, the top bar, search and the Create button.
- Lists and boards - search, filter, sort and bulk actionsFind the records you need in any list or board, choose what it shows, and change many records at once.
- Work in a record cardWhat is on a lead, deal, contact or company card, and how to log calls, comments and tasks on it.
Your account
Profile, sign-in, two-step verification
- Sign in with your TicAte accountHow to sign in, join a workspace you were invited to, switch workspaces and sign out.
- Your profile and passwordYour menu at the top right, changing your name, picture, job title and phone numbers, and where to change your password.
- Two-step sign-inProtect your account with a code from an authenticator app, and require it of your team.