> For the complete documentation index, see [llms.txt](https://docs.rapidbott.com/help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rapidbott.com/help-center/rapidbott-crm/getting-started-with-rapidbott-crm.md).
# Getting Started with Rapidbott CRM
## Rapidbott CRM User Guide
Rapidbott CRM helps your team manage leads, customers, deals, support tickets, follow-ups, tasks, and reports from one workspace. This guide is written for end users who want to learn how to use the product, not for internal engineering reference.
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### 1. Getting Started with Rapidbott CRM
Rapidbott CRM is organized around workspaces. When you open the product, you are working inside a specific workspace, and everything you do belongs to that workspace.
#### What you can do in Rapidbott CRM
With Rapidbott CRM, you can:
* manage sales pipelines
* track support tickets
* organize contacts and companies
* assign follow-ups and tasks
* automate repeated actions
* review dashboard insights and reports
* use AI tools to understand what needs attention
#### First-time setup checklist
When using Rapidbott CRM for the first time, the recommended setup flow is:
1. sign in or open your workspace
2. create your first pipeline or use a template
3. add or import contacts
4. add your first deal or ticket
5. assign follow-up work
6. review the dashboard
7. configure workflows if needed
#### Main navigation
The main navigation usually includes:
* Pipelines
* Contacts
* Companies
* Activities
* Dashboard
* Reports
You can also access settings and AI Copilot from the header area.
#### Access and workspace entry
Depending on how your business uses the CRM, you may enter through:
* direct workspace access
* a secure verification flow
* a shared workspace link
* a signed launch flow
* an embedded or integrated product experience
If your workspace uses a verification step, complete that before continuing into the CRM.