User Guides

Comprehensive guides to help you use the CRM Dashboard effectively.

By Role

For Administrators

• Getting Started as Admin
• Managing Users
• System Configuration
• Reports & Analytics

For Caseworkers

• Getting Started as Caseworker
• Client Intake Process
• Creating Referrals
• Finding Resources

For Landlords

• Getting Started as Landlord
• Managing Properties
• Reviewing Applications
• Payment Tracking

By Module

Core Operations

• CRM Core
• Documents

Advanced Modules

• Reports and Insights
• Inventory
• Corps
• Landlord Portal

Quick Tasks

Common tasks and how to complete them:

• Add a new client
• Create a referral
• Search for resources
• Add a property