Resources
Naffes user documentation
Find published Naffes instructions for account setup, contacts, deals and reporting, organized around the work your team needs to complete.
Set up the workspace
Start in the help center. Review language, invitations and permissions before moving records. Test with an ordinary user account to confirm the intended access boundaries.
Manage daily work
Use deal management to understand pipelines and stages, and contacts to understand customer records. Give each deal an owner and a verifiable next action.
Learn and apply
The guides explain implementation choices and the glossary defines concepts. Apply a procedure to a small sample and review the result before changing team-wide data.