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 |
| Files & comments | Attaching documents to a record, who can download them, and the record discussion feed |
| Email & calendar | Send Email from a contact, calls and meetings as real records — and which inbox / calendar connectors are still on the roadmap |
| Mobile | Using HotCRM on phone and tablet |
| Import your own data | Load accounts, contacts and leads from a spreadsheet — dry-run, then undo |
| Import & export | Importing from CSV, migrating from Salesforce / HubSpot, exporting data |
| Integrations | The data API, exports and outbound email that exist today — and which packaged connectors are still design intent |
These are the "first week of use" pages — bookmark them.