Help

Step by step, for each task in PetalCRM.

• Create your workspace and sign in
• Work through your day
• Arrange your menu and first screen
• Set up your pipeline by describing your business
• Bring in contacts and deals from a spreadsheet
• Import from HubSpot or Pipedrive
• Find and add people and organizations
• Link a LinkedIn profile and log LinkedIn messages
• Add and move deals
• Save a view of a list
• Connect Gmail or Outlook
• Forward or BCC email so it is filed
• Approve or reject a suggested change
• Ask the assistant
• Find the assistant
• Ask the assistant a question
• Approve what the assistant offers to change
• Your last chat and earlier chats
• Chat retention and review
• Incomplete answers
• Change the workspace's setup from the assistant
• The assistant's first offers after you sign up
• Get help from the assistant, or write to support
• Send a feature request from the assistant
• Attach a document to the assistant
• Ask for a report and read the forecast
• Set up an automation
• Choosing what the assistant changes automatically
• Send a quote
• Invite people and set their roles
• Connect other tools: webhooks, the API and Zapier
• Export your data, or have it deleted
• Answer a contact's data request
• Is my data safe and secure
• Is my data secure: who handles it
• Is my data secure: who sees what
• Is my data secure: your connected mailbox
• Is my data secure: export or delete it
• Something isn't working
• Connect your AI tool
• Turn AI tools on for your workspace
• Connect an AI tool
• What AI tools can read and change
• Feature requests and ratings from AI tools
• Disconnect an AI tool
• Add your own fields
• See what changed, and undo it
• Change your own settings