Welcome to the Connectably Help page. On this page there are step-by-step guides for getting the most out of Connectably and connected services.
Connectably is a comprehensive CRM, sales and marketing and business workflows system with a wide variety of functions. If you intend to implement everything in Connectably and don't have a particular priority area to implement first, we recommend taking each module below in turn.
But, if you have a priority focus on what you need to get up and running in your business first, then just complete the 'Working With Xero' module first before focusing on the specific next function you want to implement.
For the background training on 'What Is CRM?', please visit this page.
If, at any stage, you'd like 1-to-1 help on something, then use the chat icon (green chat icon at the bottom of the screen) to contact support directly.