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Access is restricted to invited users.
Access is restricted to invited users.
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A short walkthrough for first-time users.
The dashboard gives you a compact summary of revenue, pipeline, time, and follow-ups.
Use the Journal and Pipeline pages for daily work. Entry edits, moves, and deletes open in modals.
Open the cog in the top-right corner to change language and colour mode. System settings stay first.
Use the user menu for personal settings, admin tools, or logout.