# 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.

*** ### 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.