Guides
Cross-cutting how-tos that apply across sales, service, marketing, and revenue.
Guides
The pages in this section apply across the whole product — they're not specific to one CRM area.
| Guide | What it covers |
|---|---|
| Search & navigation | Global search, keyboard shortcuts, saved views, list filters |
| Email & calendar | Connect Gmail / Outlook, two-way sync, email tracking |
| Mobile | Using HotCRM on phone and tablet |
| Import & export | Importing from CSV, migrating from Salesforce / HubSpot, exporting data |
| Integrations | Slack, Teams, DocuSign, Stripe, telephony, and how to build your own |
These are the "first week of use" pages — bookmark them.