12 articles found
How to Set Up Your Account
Complete guide to creating and configuring your Entelle EMS account.
Managing Contacts and Leads
Learn how to organize, segment, and manage your customer relationships effectively.
Creating Your First Project
Step-by-step guide to setting up a new project with tasks and team members.
Sales Pipeline Best Practices
Strategies for organizing your deal pipeline and improving forecast accuracy.
Email Campaign Setup
Create and launch multi-channel marketing campaigns with built-in analytics.
Team Communication Guide
Master team chat channels, direct messaging, and file sharing features.
Using AI Task Assistant
Leverage AI to generate tasks, prioritize work, and get smart recommendations.
Time Tracking & Reporting
Track billable hours and generate accurate timesheets for your team.
User Permissions & Roles
Manage team access and assign appropriate permission levels to users.
Data Import & Export
Import existing data from other systems and export reports in multiple formats.
Custom Workflows & Automation
Build custom workflows to automate repetitive tasks and improve efficiency.
Mobile App Guide
Using Entelle EMS on your smartphone or tablet while on the go.