Purpose and Scope

This documentation covers core platform functions:

• Login and profile - authentication, user settings
• Dashboard and navigation - home page, menu, search
• Communication - email, chat, calendar, activities
• Working with records - creating, editing, deleting, filters
• Workflow and automation - rules, approvals, notifications
• Reporting - reports, charts, data export

Who is this guide for

This guide is intended for all users of the AutoCRM system. For administrator settings, see Platform Administration.

---