New to Midaxo Cloud? Start Here.
- Getting Started with Midaxo and Pipeline CRM
- Glossary
- Creating User Groups and Adding Users
- Populating Midaxo Insights
- Enabling the Outlook Plug-In
- Ensuring notification emails from Midaxo are received
Pipeline Management
- Configuring Pipeline Stages
- Configuring the Cover Page Template
- Adding new Projects
- Adding/ Editing Data to the Project Cover Page
- Delete or Archive a Project
- Changing the visible fields on the Pipeline Card
Managing Team Members
- Add New Users
- Summary of User Roles and Group Permissions
- Project Level Permissions
- Create a Workspace Group
- Adding Groups to Projects
- Removing Users
Utilizing Touch Points
Using Task Management? Start Here.
VDR and Secure Document Exchange
Been invited to use the Midaxo VDR? Jump in!
Slides
- Create a Slide
- Slides: Elements
- Creating a Project Table
- Creating a Project View Report (Single Project)
- Slides: Charts
- Slides: Applying Multiple Filters