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Getting Started
Create your Office24by7 account and workspace
Read article →Getting StartedImport contacts and leads from a CSV file
Read article →Getting StartedSet up your first sales pipeline and stages
Read article →Getting StartedNavigate the dashboard and main modules
Read article →Getting StartedInvite your team and get everyone onboarded
Read article →CRM & SalesAdd and edit lead and contact records
Read article →CRM & SalesConfigure lead sources and auto-assignment rules
Read article →CRM & SalesMove deals through pipeline stages
Read article →CRM & SalesSet up sales reports and forecast views
Read article →CRM & SalesManage duplicate leads and merge records
Read article →Communication & TelephonyHow to set up WhatsApp Business API
Read article →Communication & TelephonyConfigure cloud telephony and call routing
Read article →Communication & TelephonyBuild an IVR menu and business-hour rules
Read article →Communication & TelephonyComplete DLT registration for SMS sending
Read article →Communication & TelephonyEnable call recording and log calls to the CRM
Read article →Automation & WorkflowsCreate your first no-code workflow
Read article →Automation & WorkflowsSet up pipeline automation triggers and actions
Read article →Automation & WorkflowsBuild a lead nurturing drip sequence
Read article →Automation & WorkflowsConnect external tools and web forms
Read article →Automation & WorkflowsConfigure approval and escalation rules
Read article →Billing & PlansCompare plans and choose the right one
Read article →Billing & PlansUpgrade, downgrade, or change your plan
Read article →Billing & PlansConfigure GST tax rates on invoices
Read article →Billing & PlansAdd users and manage seat licenses
Read article →Billing & PlansUpdate payment method and view invoices
Read article →Security & AdminAdd users and assign roles
Read article →Security & AdminSet role-based permissions and access levels
Read article →Security & AdminEnable two-factor authentication
Read article →Security & AdminReview audit logs and user activity
Read article →Security & AdminManage data backup and export settings
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