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Set up your Tickr workspace: create your account, add your first contacts, and start your first deal.

Step-by-step: create a quotation from a deal, generate the PDF, and email it to your customer.

Step-by-step: move deals through stages on the Kanban board and read the stage-history timeline.

Step-by-step: read the AI Summary on a deal in Tickr AI's CRM: the summary, the suggested next step and the confidence, and what to do when it is empty.

Step-by-step: add a product in Tickr AI's CRM with its name, SKU, unit, default price and tax rate, then mark it active or inactive when needed.

Step-by-step: import contacts, companies, products or deals into Tickr AI's CRM from a CSV file, map the columns and choose how duplicates are handled.

Step-by-step: add a custom field to deals, contacts, companies or products in Tickr AI's CRM, choose its type and decide whether it is required.

Step-by-step: choose which default fields your team sees on deals, contacts, companies and products, make a field required and drag fields into order.

Step-by-step: add, rename, reorder and delete the lost reasons your team picks when a deal is lost, in Tickr AI's CRM pipeline.

Step-by-step: preview a ready-made pipeline template, see its stages, then use it to replace your default pipeline in Tickr AI's CRM.

Step-by-step: create tags with a name and a color in Tickr AI's CRM, edit or delete them, and keep your own labels for deals, contacts and companies.

Step-by-step: invite a teammate to your Tickr AI workspace by email, choose their role, resend a pending invitation and read your seat count.

Step-by-step: create a team in Tickr AI's CRM with a name, a manager and members, then add or remove people and delete the team when needed.

Step-by-step: create a custom role in Tickr AI's CRM, clone permissions from an existing role, switch permissions on or off and save the changes.

Step-by-step: add, rename and remove dropdown values in Tickr AI's CRM from the Picklists page in Settings, one card for each dropdown.

Step-by-step: find a deleted deal, contact, company, task, note, call, role or custom field in the Recycle Bin and restore it in Tickr AI's CRM.

Step-by-step: create a pipeline in Tickr AI's CRM, add and reorder stages, set each stage's probability and color, then rename or delete the pipeline.

Step-by-step: create a task in Tickr AI's CRM, assign it, set a due date and priority, find it with the filters, mark it done, edit or delete it.

Step-by-step: open the Calendar in Tickr AI's CRM, move between months, see your tasks on the day they are due and reschedule a task.

Step-by-step: fill in your company profile in Tickr AI's CRM, then upload your logo and choose an accent color on the Branding page.

Step-by-step: create a webhook subscription in Tickr AI's CRM, choose its events, save the signing secret, send a test event and check deliveries.

Step-by-step: create an ingest key in Tickr AI's CRM to send leads from a website form or another source, save it safely and revoke it when needed.

Step-by-step: open Reports in Tickr AI's CRM, read the pipeline funnel, lead source and product category charts and the trend, and export a PDF.

Step-by-step: choose which notifications you get in Tickr AI's CRM, set quiet hours, turn push on for a device and revoke devices you no longer use.

Step-by-step: add a contact in Tickr AI's CRM, link it to a company, edit it from the list, use the quick actions and delete it when nothing is linked.

Step-by-step: add a company in Tickr AI's CRM, see the same-name warning, edit it, check its open deals and delete it when nothing is linked.

Step-by-step: create a deal in Tickr AI's CRM with a title, amount, stage, owner and close date, and add a new company or contact from the same form.

Step-by-step: create an email template in Tickr AI's CRM with a name, subject and body, then edit its purpose, category and language, or delete it.

Step-by-step: open the Suppression tab under Email in Tickr AI's CRM, suppress an address, read why others were suppressed and remove one.

Step-by-step: open the Audit Log in Tickr AI's CRM, read who did what and when, narrow the entries with filters and export every matching entry.