Guides & Help Articles
Practical, plain-English guides to help you get the most out of Affiliate CRM — from everyday workflows to reports, planning, and activity.
Accounts
Managing accounts, parent relationships, and key account details.
Read GuideContacts
Storing contacts, linking to accounts, and keeping communication tidy.
Read GuideCategory Sectors
Organising your market by sector to filter and focus your activity.
Read GuideCategory Subsectors
Drilling deeper into sectors to target the right organisations.
Read GuideTasks
Creating tasks, assigning work, and keeping momentum.
Read GuideNotifications
How alerts work, what they mean, and how to stay on top of work.
Read GuideVisits
Logging visits, outcomes, and planning your next steps.
Read GuideOpportunities
Tracking opportunities and moving them forward consistently.
Read GuideReports
Understanding performance, activity, and what’s working.
Read GuideSettings
User, team, permissions, and general configuration.
Read GuideCalendar
Using the calendar views and managing events effectively.
Read GuideProfile
Updating your details and personal preferences.
Read GuideRight hand side bar
Using the slide-out panel for quick access and context.
Read GuideTarget Lists
Building lists to focus outreach and prioritise accounts.
Read GuideFollow Ups
Keeping follow-ups consistent so opportunities don’t slip.
Read GuideCheck My Location
Finding nearby accounts and planning smarter visits.
Read GuideMonthly Activity
Reviewing your month at a glance and spotting patterns.
Read GuideQuarterly Activity
Tracking progress across the quarter and adjusting strategy.
Read GuideAnnual Activity
Reviewing yearly performance and planning ahead.
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