System Admin
Quick Setup
Basic overview of steps you need to follow for setting up and configuring your CRM.
How to add a user
Quick Video Instruction
Users and Roles
Meant for the person who administers users on your CRM. Overview of Users and Roles. Useful for adding, removing, renaming users and controlling what they can see/do in the CRM.
Website Integration with Comma5 CRM
Find out how to integrate your website with your CRM (Web2Lead, Web2HelpDesk).