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Getting Started

Navigate the CRM dashboard

Sidebar, pipeline, and quick actions.

Navigation

Sidebar modules: CRM (Contacts, Companies, Deals, Leads), Sales (Invoices, Estimates, Proposals), HRM (Employees, Attendance, Payroll).

Dashboard widgets

Pipeline value, open deals, overdue invoices, recent activity.

Mobile

Bottom nav on mobile for Dashboard, Deals, Contacts, Settings.

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