Help & Documentation
Find help for any part of InforceDesk
Every screen in the CRM has its own guide. Use the search box above to jump straight to a feature, or browse the sections below. The sidebar lists every article — it's the same on every help page.
Quick answers
Where's the help button inside the CRM?
Top-right of every page, next to the Give feedback
button. Clicking it opens this site in a new tab on whichever guide
matches the screen you came from.
How do I search the docs?
Type any keyword in the search box at the top — at least two characters.
Results show titles and matching snippets from across every guide. Click
a result to jump to that article.
I'm new. Where should I start?
Read Onboarding wizard first to understand
the setup steps you saw right after signup. Then skim
Dashboard for what each tile means, and
Leads to learn the core workflow most agents
live in day-to-day.
Something looks broken or I have an idea.
Click Give feedback in the CRM header (the button next
to Help). It opens a form that drops straight into our inbox —
bug reports, feature requests, questions, and general notes all welcome.
Start here
- Onboarding wizard — the 5-step setup right after signup
- My profile — name, email, password, two-factor
- Dashboard — your home screen
Working your book
- Leads — capture, qualify, convert
- Clients — your active book of business
- Pipeline — drag-and-drop kanban view
- Commissions — expected payments, chargebacks, bonuses
Day-to-day productivity
Outbound engagement
Reporting
Settings
- Settings overview
- Workspace — branding, hours, rate limits
- Members & invites
- Integrations — Resend, Twilio, Google
- Calendar connections — per-agent OAuth
- Booking page
- Field layout
- Billing & plan
- API keys
- Audit log
Looking for release notes? Every shipped update is logged
on the changelog. Inside the CRM, a small popup
surfaces the newest entry the first time you load a page after it ships.