Tutorials & Guides

Beginner

Account Setup & First Login

Create your account, choose your industry vertical, select your business model, and access your dashboard for the first time.

5 min read

Beginner

Dashboard Tour & Navigation

Understand the left sidebar modules, top navigation, right sidebar quick actions, and how to customize your workspace.

8 min read

Beginner

Profile & Settings Configuration

Set up your profile, configure notification preferences, enable 2FA, customize branding, and manage your subscription.

6 min read

Intermediate

Setting Up Your Sales Pipeline

Configure pipeline stages, create lead sources, set up scoring rules, and visualize your sales funnel with the CRM module.

12 min read

Intermediate

Lead to Customer Journey

Import leads, qualify them through stages, convert to contacts and accounts, create opportunities, and close deals.

15 min read

Advanced

Sales Automation Workflows

Set up automated follow-ups, lead assignment rules, email sequences, and trigger-based actions for pipeline optimization.

20 min read

Beginner

Creating Your First Project

Set up a project, define milestones, create task boards, assign team members, and track progress with visual timelines.

10 min read

Intermediate

Advanced Task Management

Use Kanban boards, set priorities and dependencies, manage recurring tasks, and create custom task workflows.

12 min read

Advanced

Team Collaboration & Files

Share files, manage documents, use discussions, set up team channels, and collaborate in real-time.

15 min read

Intermediate

Creating Quotes & Invoices

Generate professional quotes, convert to invoices, accept payments, manage recurring billing, and track overdue accounts.

12 min read

Intermediate

Multi-Currency & Localization

Configure currencies (24 supported), set exchange rates, choose languages (20 available), and localize formats.

8 min read

Advanced

Reports & Analytics

Build custom dashboards, create financial reports, analyze team performance, and export data for stakeholders.

18 min read

Advanced

User Management & Roles

Invite team members, assign roles and permissions, manage security groups, and configure access controls.

10 min read

Advanced

API Integration Guide

Authenticate via API keys, make REST calls, set up webhooks, and build custom integrations with the IdeaDunes API.

25 min read

Advanced

Data Import & Migration

Import contacts via CSV, migrate from other CRMs, map custom fields, and validate imported data.

15 min read