# TicAte Help > Official step-by-step guides for TicAte's business apps (TicAte CRM, TicAte WhatsApp, TicAte ChatIQ), written by TicAte. Each guide has a permanent address: https://help.ticate.com//open//. Support: support@ticate.com. ## TicAte CRM Leads, deals, contacts, tasks and automation in one place. App: https://crm.ticate.com ### Getting started - [Where to start](https://help.ticate.com/crm/open/1001/): The first things to do in a new TicAte CRM workspace. - [Sign in with your TicAte account](https://help.ticate.com/crm/open/1101/): How to sign in, join a workspace you were invited to, switch workspaces and sign out. - [Find your way around](https://help.ticate.com/crm/open/1002/): The left menu, the top bar, search and the Create button. - [Your profile and password](https://help.ticate.com/crm/open/1102/): Your menu at the top right, changing your name, picture, job title and phone numbers, and where to change your password. - [Lists and boards - search, filter, sort and bulk actions](https://help.ticate.com/crm/open/1003/): Find the records you need in any list or board, choose what it shows, and change many records at once. - [Two-step sign-in](https://help.ticate.com/crm/open/1103/): Protect your account with a code from an authenticator app, and require it of your team. - [Work in a record card](https://help.ticate.com/crm/open/1004/): What is on a lead, deal, contact or company card, and how to log calls, comments and tasks on it. ### CRM - [Leads overview](https://help.ticate.com/crm/open/1201/): What a lead is, where leads come from, and how to see them as a board or a list. - [Deals overview](https://help.ticate.com/crm/open/1301/): What a deal is, how the deals board and list work, and where won and lost deals show. - [Contacts overview](https://help.ticate.com/crm/open/1401/): What contacts are, how to add them, link them to a company, and see their deals. - [Companies overview](https://help.ticate.com/crm/open/1501/): Keep the businesses you work with, their people and their deals together. - [Products & services overview](https://help.ticate.com/crm/open/1601/): Your catalogue of goods and services, so lines on deals, estimates and invoices fill themselves in. - [Estimates and invoices overview](https://help.ticate.com/crm/open/1701/): What estimates and invoices are in the CRM, how their lists work, and how to set numbering and terms. - [Activities overview](https://help.ticate.com/crm/open/1801/): The Activities page lists every call, meeting, email, to-do and note to follow up, sorted by when it is due. - [Ledger overview](https://help.ticate.com/crm/open/1901/): Every money line of your workspace in one list, with what came in, what went out, what is still owed and the profit for any period. - [Add a lead](https://help.ticate.com/crm/open/1202/): Add a lead with the full form or the quick form, and what happens when it may already be in the CRM. - [Add a deal and link its contacts and company](https://help.ticate.com/crm/open/1302/): Create a deal, and connect it to the company and the people you are selling to. - [Add a product or service](https://help.ticate.com/crm/open/1602/): Create a catalogue item with its price, unit, tax, codes and stock, and keep it up to date. - [Make and send an estimate](https://help.ticate.com/crm/open/1702/): Build an estimate from a deal or from nothing, send it with a link the customer can accept, and turn it into an invoice. - [Plan and log activities](https://help.ticate.com/crm/open/1802/): Log a call or meeting on a record, plan the next step with a due date, add notes as it goes, and mark it done. - [Add your own entries to the ledger](https://help.ticate.com/crm/open/1902/): Record rent, salaries, a cash sale or any other money that has no invoice, so the ledger shows the full picture. - [Convert a lead](https://help.ticate.com/crm/open/1203/): Turn a qualified lead into a deal, a contact and a company in one step. - [Move a deal, win or lose it](https://help.ticate.com/crm/open/1303/): Move a deal through the stages, mark it won or lost, and move it to another pipeline. - [Invoice a customer and record a payment](https://help.ticate.com/crm/open/1703/): Make and issue an invoice, record money you have received, and keep track of what is still owed. - [Pipelines and stages](https://help.ticate.com/crm/open/1304/): Add, rename, colour, reorder and remove stages, choose which stages mean won or lost, and add deal pipelines. - [Take payment online with a payment link](https://help.ticate.com/crm/open/1704/): Connect Razorpay or PayU, send the customer a link to pay by UPI, card or netbanking, and let the invoice update itself. - [Choose how estimates and invoices look](https://help.ticate.com/crm/open/1705/): Set the heading, columns and pay button of the built-in design, or print and email estimates and invoices from your own Word template. - [Document templates and the Document button](https://help.ticate.com/crm/open/1706/): Make your own quotations, proformas, receipts and letters from a Word file or a text written in the CRM, number them, and produce them from any record. ### Modules - [What a module is and when to use one](https://help.ticate.com/crm/open/7101/): Modules are record types you build yourself, such as Properties, Tickets or Client payments, with their own fields, board and links. - [Work with a module's list and board](https://help.ticate.com/crm/open/7201/): Switch between a module's board and list, find records, choose what cards and columns show, see totals, and import or export. - [Money modules - money in and money out](https://help.ticate.com/crm/open/7301/): Make a module count as money received or money spent on a deal, and see it in the deal's Money panel, on companies and in the Ledger. - [Create your own module](https://help.ticate.com/crm/open/6203/): Add a module from a ready-made solution or from scratch, give it a name, icon and colour, and choose whether it has a board. - [Add module records and work in the card](https://help.ticate.com/crm/open/7202/): Add a record with the full or quick form, move it through stages, and log activities, comments and tasks on its card. - [Client payments that pay the deal's invoices](https://help.ticate.com/crm/open/7302/): Let client payment records count as paid on a deal's invoices, choose the invoice yourself, invoice a payment, and see payments taken elsewhere. - [Add and arrange a module's fields](https://help.ticate.com/crm/open/7102/): Add fields of any type to a module, make them required or calculated, and choose what the list and the quick form show. - [Automate a module](https://help.ticate.com/crm/open/7203/): Set rules that run when a module record enters a stage, build automations on its records, and start workflows by hand. - [Set up a module's stages](https://help.ticate.com/crm/open/7103/): Give a module a board, then add, rename, recolour, reorder and delete its stages and mark which ones are won and lost. - [Sell from a module - products, estimates and invoices](https://help.ticate.com/crm/open/7204/): Give a module's records product rows, and make estimates and invoices from them, the way a deal does. - [Attach a module to other records](https://help.ticate.com/crm/open/7104/): Link a module's records to deals, leads, contacts, companies, team members or other modules, show them as tabs, and use module fields elsewhere. - [Decide who can see and change a module](https://help.ticate.com/crm/open/7105/): Who may build modules and their stages, and how roles set who sees, creates, changes, deletes and exports a module's records. - [Switch a module off or delete it](https://help.ticate.com/crm/open/7106/): Hide a module from the menu and keep its records, or delete it for good, and what to do when its payments still count. ### Communication - [Contact center overview](https://help.ticate.com/crm/open/2101/): One inbox for every chat customers start with you, filed on the right lead, contact or deal. - [Webmail overview](https://help.ticate.com/crm/open/2201/): Read and answer your business email inside the CRM, with every mail filed on the customer it is about. - [WhatsApp in the CRM](https://help.ticate.com/crm/open/2301/): Connect TicAte WhatsApp once, then chat from the WhatsApp menu and from every lead, contact, company and deal. - [Messenger and team calls](https://help.ticate.com/crm/open/2401/): Chat with colleagues one to one or in groups, follow task and project chats, and make voice or video calls. - [Calls and phone lines overview](https://help.ticate.com/crm/open/2501/): What the CRM does with phone calls, what you need to connect for click-to-call and automatic call logs, and where to find every call. - [Connect channels and set up open channels](https://help.ticate.com/crm/open/2102/): Connect WhatsApp, website chat and other apps, then decide who answers and what the CRM makes of each new chat. - [Add your mailbox](https://help.ticate.com/crm/open/2202/): Connect your Gmail, Outlook, Zoho or company mail account so you can send and read mail in the CRM. - [Connect a phone line](https://help.ticate.com/crm/open/2502/): Connect SIM calling, TeleCMI or your own phone system, tell the CRM who is who, and choose what happens with calls from unknown numbers. - [Make and take calls](https://help.ticate.com/crm/open/2503/): Call a customer with one click, use the call card during a call, and find every call logged on the customer's record. ### Automation - [Automations overview](https://help.ticate.com/crm/open/3101/): Let the CRM send messages, assign people, make tasks and more on its own when records are created, changed or move. - [Create a CRM form](https://help.ticate.com/crm/open/3201/): Build a form for your website, ads or messages from the CRM's own fields; every submission lands in the CRM. - [Lead sources overview](https://help.ticate.com/crm/open/3301/): Bring leads in by themselves from Facebook and Instagram ads, Google Ads, IndiaMART, your website and other apps. - [Guardian: reminders for neglected leads and deals](https://help.ticate.com/crm/open/3401/): The Guardian finds leads and deals nobody is looking after, reminds the owner, and tells their supervisor if nothing changes. - [Send a marketing campaign](https://help.ticate.com/crm/open/3501/): Send one message to many leads, contacts, companies or deals through WhatsApp or a connected channel, and follow who got it. - [Create an automation](https://help.ticate.com/crm/open/3102/): Choose what sets it off, when it runs, which records it applies to, and the steps that follow. - [Choose what a form creates](https://help.ticate.com/crm/open/3202/): Make each submission a lead, or a contact with a company and a deal, and decide what happens when the customer is already in the CRM. - [Connect Facebook and Instagram lead ads](https://help.ticate.com/crm/open/3302/): Sign in with Facebook, pick your Pages, and leads from their lead forms arrive in the CRM within seconds. - [Publish a form and see submissions](https://help.ticate.com/crm/open/3203/): Share a form as a link or QR code, put it on your website in five ways, and see every submission and what it made. - [Choose forms and match their questions](https://help.ticate.com/crm/open/3303/): Pick which of a Page's lead forms send leads, say which CRM field each answer fills, and give a form its own settings. - [Bring in missed Facebook leads](https://help.ticate.com/crm/open/3304/): Fetch lead ad leads from the last 90 days that never reached the CRM, without making duplicates. ### Tasks & projects - [Tasks overview](https://help.ticate.com/crm/open/4101/): Where your tasks live, how they are sorted by your part in them, and how to find what is late or due today. - [Projects and their boards](https://help.ticate.com/crm/open/4201/): Group tasks into a project with its own members, dates and board columns, and follow its progress. - [Calendar and events](https://help.ticate.com/crm/open/4301/): Put meetings, calls and days off on the calendar, invite colleagues and guests, and make events for a department or the whole company. - [Drive and file storage](https://help.ticate.com/crm/open/4401/): Keep your own files and the company's in folders, rename and move them, find files attached to tasks, chats and records, and see how much storage is used. - [Create and assign a task](https://help.ticate.com/crm/open/4102/): Write a task, choose who is responsible, who helps and who watches, and set a deadline and priority. - [Flows](https://help.ticate.com/crm/open/4202/): Shared queues of work with a rule that decides who gets each new task. - [Booking pages](https://help.ticate.com/crm/open/4302/): Share a link where customers pick a free time with you; each booking lands on your calendar and can become a lead. - [Work on a task and finish it](https://help.ticate.com/crm/open/4103/): Open a task, start it, put it off, finish it, and talk about it with the people involved. - [Work reports](https://help.ticate.com/crm/open/4203/): Send a daily, weekly or monthly report of what you did, and read and rate the reports your team sends. - [Subtasks, checklists and dependencies](https://help.ticate.com/crm/open/4104/): Break a task into steps, hand parts of it to other people, and say which task has to finish first. - [Check a task's result before it counts as done](https://help.ticate.com/crm/open/4105/): Ask to see the result of a task you set, then accept it or send it back. - [Repeating tasks and templates](https://help.ticate.com/crm/open/4106/): Make a task come back every day, week or month, and keep tasks you set often as templates. - [Track time on a task](https://help.ticate.com/crm/open/4107/): Run a clock on a task, log time by hand, compare it with the estimate, and see who finishes on time. - ["Task views: list, board, deadlines, calendar and timeline"](https://help.ticate.com/crm/open/4108/): Five ways to look at the same tasks, and what each one is good for. - [Approvals](https://help.ticate.com/crm/open/4109/): Answer the decisions, questions and things to read that workflows send you. ### People - [Colleague profiles](https://help.ticate.com/crm/open/4501/): Open a colleague's profile to see how to reach them, who they report to and what they are working on, message or call them, and give them kudos. - [Hand someone's work to a colleague](https://help.ticate.com/crm/open/4601/): Use the Transfer hub to see who holds what, move a person's leads, deals, contacts, companies and tasks to someone else in one go, and undo it within 30 days. - [The org chart, departments and heads](https://help.ticate.com/crm/open/4502/): See how your company is organised, and (owners and admins) add departments, choose who runs each one and put people in them. - [Set up your team's profiles](https://help.ticate.com/crm/open/4503/): Owners and admins fill in joining dates, main departments and managers, add extra profile fields for everyone, and manage a person's account from their profile. ### Reports - [The dashboard](https://help.ticate.com/crm/open/5101/): The first page after you sign in: open pipeline, wins this month, leads, open activities and the latest changes. - [Analytics overview](https://help.ticate.com/crm/open/5201/): Ready-made dashboards for leads, deals, activity and money, with period, person and field filters, and dashboards of your own. - [My dashboard](https://help.ticate.com/crm/open/5102/): Your own page of results and workload: on-time delivery, your deals, leads and tasks, what is next and what is overdue. - [Ask AI for a report](https://help.ticate.com/crm/open/5202/): Describe the report you want in plain words and get charts back, then save it or add it to a dashboard. ### Settings - [Invite and manage your team](https://help.ticate.com/crm/open/6101/): Invite people to the workspace, group them into teams, change their role, and dismiss someone who leaves. - [Add custom fields and arrange the form](https://help.ticate.com/crm/open/6201/): Add your own fields to leads, deals, contacts and companies, and arrange the sections and fields on a record. - [Apps and integrations](https://help.ticate.com/crm/open/6301/): What the Apps gallery holds, and where the CRM connects to payment gateways, WhatsApp, phones and other tools. - [Import and export records](https://help.ticate.com/crm/open/6401/): Bring leads, contacts, companies, deals, products and module records in from CSV or Excel, and take any list out again. - [Workspace settings](https://help.ticate.com/crm/open/6501/): Your workspace's name, currency, time zone, default phone country, hidden phone numbers, work reports, the Sources list and exchange rates. - [Set up Tic Buddy](https://help.ticate.com/crm/open/6601/): Owners and admins switch on Tic Buddy, the AI assistant, with the workspace's own key from Anthropic, OpenAI or Google, and choose what it may do. - [Lead scoring](https://help.ticate.com/crm/open/6701/): Decide how many points a lead earns for what is filled in, where it came from and what it is worth, and where Hot, Warm and Cold begin. - [API keys and the API reference](https://help.ticate.com/crm/open/6801/): Make an API key so your own software or a developer can read and write CRM records, choose what it may do, and find the API reference. - [Roles and permissions](https://help.ticate.com/crm/open/6102/): Decide what each group of people may see, create, change, delete and export, module by module and pipeline by pipeline. - [Set up pipelines and stages](https://help.ticate.com/crm/open/6202/): Add sales pipelines, choose the default, add, rename, recolour and reorder stages, mark stages won or lost, and send records on automatically with tunnels. - [Move your data from Bitrix24](https://help.ticate.com/crm/open/6302/): Copy companies, contacts, leads, deals and their activities from a Bitrix24 portal, with pipelines, stages and fields, and undo it if you need to. - [Restore deleted records from the recycle bin](https://help.ticate.com/crm/open/6402/): Deleted leads, deals, contacts, companies, tasks and projects wait in the recycle bin until you restore them or the bin is emptied. - [Your company details, logo and brands](https://help.ticate.com/crm/open/6502/): Set the legal name, address, tax ID, bank details, logo and colour printed on estimates and invoices, and add more brands if you sell under several names. - [Ask Tic Buddy](https://help.ticate.com/crm/open/6602/): Ask the assistant about your CRM, have it create or change records for you, talk to it by voice, and decide which roles may do what with it. - [Field codes, and using them in messages](https://help.ticate.com/crm/open/6702/): Look up any field's code, and use codes to fill in a record's details in automated messages, campaigns and documents. - [Webhooks](https://help.ticate.com/crm/open/6802/): Have the CRM tell your other software the moment something happens, such as a deal won or a payment received, and check that each message really came from your CRM. - [Find new leads on Google Maps](https://help.ticate.com/crm/open/6303/): Search Google Maps for businesses by kind and area, research their websites with or without AI, and add the right ones as leads. ## Optional - [Every guide in full, as plain text](https://help.ticate.com/llms-full.txt)