Naffes
Naffes knowledge base: choose a learning path
Find practical Naffes setup, sales, messaging, automation and reporting resources, with direct paths to the help center and detailed guides.
For a new user
Start in the help center, using the getting-started category. Prepare sample records before importing real data and distinguish contacts, deals and tasks so work is attached to the correct customer.
Try a short cycle: create a contact, open a deal, schedule a follow-up and review the result. When requesting support, include the page, steps and error message without passwords or access tokens.
For managers and administrators
Review the guides before rolling out the system. Define stage ownership, export permissions and data quality rules. Test automation separately before enabling it for every customer.
For connectivity questions, visit integrations. Each page describes its scope and limitations; a listed tool does not imply support for every operation it offers.
For a specific answer
Use the CRM glossary for unfamiliar terms. Account questions and demonstration requests can be sent through contact.
This page is a navigation guide; the linked articles contain the detailed instructions. Choose the article closest to your task and check its update date.