Getting Started - Your First 12 Steps

Step One
- Your Photo, Profile, Password and Email Notifications
Step Two
- Review Administrator Role and Create New Roles
Step Three
- Adding Users and Assigning Roles
Step Four
- Creating a Folder System
Step Five
- Working with Cases
Step Six
- Linking Participants (Contacts) to Cases
Step Seven
- Working with Tasks
Step Eight
- Working with Events
Step Nine
- Working with Timers
Step Ten
- Adding Documents
Step Eleven
- Adding Expenses
Step Twelve
- Create an Invoice