WEBVTT

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Welcome to Pixie CRM Bring customer relationships
sales documents

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project delivery communications and reporting
together in one workspace

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This detailed walkthrough uses the actual
application with live

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clicks and clear instructions you can follow

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We will start with the trial registration guide
then configure the

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company and work through customers leads projects
and tasks Finally

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explore the wider business tools Use the chapters
to find a topic

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and complete passwords verification and provider
sign-in privately

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Pixie CRM connects customer records sales
projects finance and support

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In this guide we will follow the live trial
registration form and

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explain the private verification steps that
follow The example details

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are fictional and will not be submitted

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Choose the free fourteen-day trial Review the
information on this

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page before you begin The trial uses the
administrator-configured

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default modules Optional and industry-specific
modules depend on

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your agreed configuration

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Select Start my free trial to reach the
registration form First

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enter the total number of people who will use
this workspace including

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its administrator In this example the team has
five users

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Enter your full name and company name Use
accurate business details

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when creating your own account Check the selected
country carefully

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because it controls the relevant phone format and
regional information

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We are using a clearly identified training
company

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Provide a work email address and a WhatsApp
number that you control

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Pixie sends separate verification codes to these
two contact channels

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The demonstration contact details shown here are
examples only they

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are not used to request codes or create an
account

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Create and confirm your secure password privately
Read the terms

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and privacy information and continue only if you
agree Use Send

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my verification codes when your own details are
ready Enter both

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codes privately and follow any approval or
security instructions

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shown for your account

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After the required verification and approval
steps Pixie prepares

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your workspace and applies its configured default
modules Follow

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the readiness status on your own screen When the
workspace is ready

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use My Account or choose Open Workspace The
dedicated workspace

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walkthrough continues from that point

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Use the matching Pixie CRM guide in this video's
description for

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the written account instructions Continue with
the related setup

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tutorials when your workspace is ready Available
options depend

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on your plan enabled modules and permissions

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Start on the Pixie CRM dashboard Use Settings in
the top bar to

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open your organisation's configuration This guide
shows how to set

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the company name for your own workspace You need
access to the relevant

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settings

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In General find Company Name Enter the name your
organisation wants

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to display We are using Willowbrook Consulting a
fictional training

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business Review the spelling carefully before you
save

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Choose Save Settings Wait for the page to finish
saving then check

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that Company Name still shows your saved value
This confirmation

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is important If the form reports an error correct
the highlighted

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field before continuing

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Next complete Company Information and
Localization using the related

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setup guides Use the dedicated logo tutorial for
visual branding

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The matching written guide and related Pixie CRM
videos are linked

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in this video's description

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Open Settings from the Pixie CRM dashboard then
choose Company Information

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These settings control the organisation details
used in document

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layouts They are separate from the company name
shown in General

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settings

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Enter the company name you want to use on
business documents Use

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your organisation's correct details Our example
uses Willowbrook

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Consulting a fictional training company so the
records shown here

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do not represent a real business transaction

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Complete the address city state or county and
postal code Follow

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each field label on your screen Check these
details carefully because

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they can appear in the company information
section of generated

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documents

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Review Country Code and Phone We are using G B
and a reserved example

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number Complete VAT Number with the relevant
company details when

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needed we leave it blank for this training
example Keep the information

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format unchanged unless you intend to customise
the document layout

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Choose Save Settings and wait for the page to
reload Check that

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the company details are still present The saved
settings are ready

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to be used by document templates that include
these company information

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fields

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Continue with the localisation logo and invoice
setup tutorials

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for the next steps Use the matching written guide
linked in this

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video's description Available settings and
document layouts depend

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on your permissions and enabled modules

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Open Settings from your Pixie CRM dashboard then
choose Localisation

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Here you can choose your workspace date format
time display default

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time zone and language settings This example uses
the dedicated

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training workspace

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Open Date Format and select the format your team
uses We will choose

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day month and year with slashes Check the
displayed example rather

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than assuming that the order of numbers is the
same in every workspace

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Choose the time display then set the default time
zone for your

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organisation Our example uses twenty four hours
and Europe slash

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London Select the correct time zone for your own
team before continuing

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Review Default Language and the available
language options Our training

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workspace uses English The enabled languages and
language switch

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settings control which choices are available
Leave these controls

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unchanged unless you intend to change your team's
language options

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Choose Save Settings and wait for the page to
reload Confirm the

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saved date format time display time zone and
default language These

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organisation defaults are separate from any
personal preferences

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your account or other enabled modules may provide

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Use the company information personal profile and
team access tutorials

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for the next setup steps The matching written
guide is linked in

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this video's description Only authorised
administrators should change

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organisation settings

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From your Pixie CRM dashboard open Setup choose
Finance and then

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Currencies This list shows the configured
currencies and identifies

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the current base currency Our fictional training
workspace has no

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invoices or payments

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Choose New Currency Enter the currency code G B P
and the pound

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symbol Use the correct code and symbol for the
currency you need

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Adding a currency is separate from making it the
workspace's base

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currency

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Review the decimal and thousand separators We are
keeping a decimal

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point and a comma for thousands with the symbol
before the amount

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Check these formatting choices before saving the
currency

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Choose Save and wait for the list to update
Confirm that G B P and

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the pound symbol appear in the new row The
currency is now configured

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and available for the workflows that use this
currency list

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For this empty training workspace choose Make
base currency on the

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G B P row Confirm that its Base Currency label
appears Review existing

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records before changing this setting in your own
workspace the system

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can prevent a change when currency-linked
transactions already exist

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Continue with the matching company customer and
finance guides linked

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in the description This walkthrough configures
the training workspace's

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currency It does not perform a currency
conversion create a financial

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document or move any money

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Open Customers in Pixie CRM then choose New
Customer A customer

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record holds the organisation's details
Individual people and their

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access are managed as contacts which we cover in
the related contact

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tutorial

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Enter the customer company and phone number
Company is required

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on this form Our example is Maplebridge Design a
fictional training

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organisation with a reserved example phone number
Leave opening

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balances and VAT blank when they do not apply to
your example

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Review Currency and Default Language System
Default uses the workspace

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defaults We will leave the currency on System
Default and choose

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English for this customer's language Select the
correct choices

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for your own customer and organisation

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Enter the customer address city state or county
and postal code

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Then choose the country We are using fictional
training details

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Billing and shipping addresses have a separate
tab so they can be

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completed independently when the customer needs
different document

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or delivery addresses

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Choose Save to create the customer record without
adding a contact

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in this step Wait for the customer page to load
then check the saved

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company phone language and address The customer
record is now ready

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for contacts and your next authorised workflow

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Continue with the contact and billing address
tutorials to build

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out the record Creating a customer alone does not
demonstrate a

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customer login or send a contact invitation The
matching written

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guide and related tutorials are linked in this
video's description

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Open the customer's record in Pixie CRM then
choose Billing and

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Shipping These fields are separate from the main
customer address

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Our example continues with Maplebridge Design the
fictional training

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customer created in the related tutorial

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Choose Same as Customer Info to copy the
customer's main address

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into Billing Address Check the street city state
or county postal

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code and country Edit any field that needs a
different billing address

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before saving

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Choose Copy Billing Address when the shipping
address should match

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If delivery goes to a different location enter
that address instead

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Check both sets of details carefully rather than
assuming that billing

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and shipping always match

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Choose Save then reopen Billing and Shipping
after the page reloads

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Check that both sets of address fields were
retained The customer

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record now holds the separate billing and
shipping information for

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workflows that use those fields

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Use the customer record and contact tutorials for
the next steps

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The matching written guide is linked in this
video's description

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The details shown here are fictional training
data and no invoice

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or delivery is sent during this walkthrough

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Open the customer record in Pixie CRM and choose
Notes Select New

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Note to open the note description field This
example uses Maplebridge

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Design a fictional training customer

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Enter a concise factual note We are recording a
training reminder

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to review the design scope before preparing a
proposal Check your

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wording and the customer record before saving and
follow your organisation's

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rules for confidential information

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Choose Save and wait for the notes list to update
Confirm that the

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description appears under the intended customer
Review the Added

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From and Date Added columns to see the note's
recorded author and

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date

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Use the related customer billing and permission
guides for the next

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steps This tutorial adds a note to the customer
record The matching

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written instructions and other Pixie CRM videos
are linked in the

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description

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Open Leads in Pixie CRM then choose New Lead The
Status field identifies

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the lead's stage in your process This example
demonstrates adding

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a status without creating or contacting a lead

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Choose the plus sign beside Status Enter a clear
name that your

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team understands We will use Qualified Enquiry
for this training

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workspace Avoid creating duplicate statuses with
slightly different

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names

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Choose the tick icon beside the new status name
to save it Open

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the Status list and select Qualified Enquiry The
new option is now

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available in the lead form the rest of the lead
remains unsaved

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in this demonstration

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Close the empty lead form reopen New Lead and
select the saved status

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again This confirms that Qualified Enquiry
remains available for

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future leads Continue with lead sources and the
dedicated create

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a lead tutorial for the next steps

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Open Leads in Pixie CRM then choose New Lead
Source records where

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an enquiry came from This tutorial adds a source
in the training

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workspace without creating or contacting a lead

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Choose the plus sign beside Source Enter a name
that describes the

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enquiry channel such as Website Enquiry Use a
consistent naming

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approach so your team can select the right source
and review lead

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activity clearly

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Choose the tick icon to save the new source Open
the Source list

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and select Website Enquiry Saving the source adds
a configuration

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option it does not save this otherwise empty lead
form

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Close the empty form reopen New Lead and select
the saved source

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again Website Enquiry is now available for future
leads Continue

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with the dedicated lead-creation tutorial to see
how status source

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and owner work together on a saved enquiry

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Open Leads in Pixie CRM then choose New Lead A
lead records an enquiry

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before it becomes a customer This demonstration
creates a fictional

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enquiry in the training workspace using the
status and source configured

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in the earlier tutorials

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Choose New Enquiry as the status and Website
Enquiry as the source

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Confirm Alex Morgan as the assigned owner Status
describes the current

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stage source records the enquiry channel and the
assigned owner

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is the team member responsible for this lead

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Enter Oliver Hughes the position Operations
Manager and the demonstration

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email and phone number Use accurate details and
your organisation's

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handling rules when creating real enquiries The
contact details

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shown here are reserved fictional examples

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Add Cedarhouse Advisory marked as a training
company In Description

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record a short factual summary of the enquiry
Clear context helps

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the owner understand what the prospect needs
without having to reconstruct

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the first conversation

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Review the visibility and contact-history choices
before saving

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Public remains off Clear Contacted Today because
this fictional

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enquiry has not been contacted Do not record a
contact event that

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has not happened Check the selected status source
and owner once

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more

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Choose Save and wait for the saved lead profile
Close the profile

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to return to the list then confirm Oliver Hughes
appears with the

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selected stage and source The enquiry is now
recorded for the next

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follow-up workflow This tutorial does not contact
the prospect or

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convert the lead into a customer

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Open Settings in Pixie CRM then choose General
The company logo

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identifies your organisation in the workspace and
supported documents

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This training workspace uses the official Pixie
logo as the demonstration

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00:19:13.150 --> 00:19:13.554
image

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00:19:15.669 --> 00:19:19.185
Under Company Logo choose the prepared image from
your computer

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00:19:20.085 --> 00:19:24.239
Check that you own or have permission to use the
logo Confirm the

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00:19:24.252 --> 00:19:29.317
selected filename before saving The dark-logo and
favicon fields

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00:19:29.330 --> 00:19:30.528
are separate choices

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00:19:32.642 --> 00:19:37.019
Choose Save Settings Wait for the page to return
and confirm the

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00:19:37.032 --> 00:19:41.433
logo appears in the workspace header and the
settings preview This

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00:19:41.446 --> 00:19:45.274
confirms the image was uploaded and saved for
this training workspace

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00:19:47.387 --> 00:19:52.350
Review the image at its displayed size Continue
with company information

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00:19:52.532 --> 00:19:57.402
localisation and document settings using the
linked guides Uploading

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00:19:57.415 --> 00:20:01.152
a company logo changes the workspace's company
branding it does

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00:20:01.165 --> 00:20:04.082
not change the branding of a connected external
service

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00:20:14.073 --> 00:20:19.544
Open Leads in Pixie CRM and choose the Kanban
view icon The pipeline

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00:20:19.557 --> 00:20:23.372
groups lead cards by their saved status giving
your team a visual

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00:20:23.385 --> 00:20:25.885
way to review the current stage of each enquiry

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00:20:28.002 --> 00:20:33.317
Review the configured columns In this training
workspace New Enquiry

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00:20:33.330 --> 00:20:37.171
contains our fictional enquiries and Qualified
Enquiry is empty

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00:20:38.069 --> 00:20:41.246
Your own stages depend on the lead statuses
configured for your

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00:20:41.259 --> 00:20:45.595
business A lead's stage should reflect its actual
progress

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00:20:47.719 --> 00:20:52.435
Open Oliver Hughes to review the saved lead
record Check the company

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00:20:52.643 --> 00:20:56.393
enquiry source and current information before
changing its stage

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00:20:57.291 --> 00:21:01.862
Close the profile to return to the board This is
a fictional training

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00:21:01.875 --> 00:21:04.258
example and no prospect is contacted

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00:21:06.366 --> 00:21:11.277
Drag Oliver's card from New Enquiry into
Qualified Enquiry Drop

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00:21:11.290 --> 00:21:14.376
it in the destination column and wait for the
card to appear there

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00:21:15.274 --> 00:21:19.011
This demonstrates a status change on the board it
does not convert

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00:21:19.024 --> 00:21:20.326
the lead into a customer

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00:21:22.448 --> 00:21:27.033
Confirm Oliver Hughes appears under Qualified
Enquiry The board

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00:21:27.046 --> 00:21:30.888
saves this change automatically so there is no
separate Save button

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00:21:30.901 --> 00:21:35.354
for this move Use the appropriate stage for the
work your team has

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00:21:35.367 --> 00:21:36.460
actually completed

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00:21:38.595 --> 00:21:42.293
Return to list view and confirm the saved row
shows Oliver Hughes

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00:21:42.306 --> 00:21:45.991
with Qualified Enquiry as the status and Website
Enquiry as the

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00:21:46.004 --> 00:21:51.006
source List and Kanban views show the same
underlying lead records

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00:21:51.904 --> 00:21:55.016
Continue with the linked guides for ownership
follow-up and lead

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00:21:55.029 --> 00:21:55.746
conversion

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00:22:00.606 --> 00:22:06.598
From Sales and Finance open Sales then Deals and
pipeline The sales

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00:22:06.611 --> 00:22:10.973
workspace brings opportunities forecasts
reporting relationships

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00:22:10.986 --> 00:22:15.790
and reusable sales actions together The empty
pipeline here belongs

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00:22:15.803 --> 00:22:17.327
to the training workspace

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00:22:19.447 --> 00:22:23.106
Choose Forecast and targets to review the
forecasting workspace

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00:22:23.327 --> 00:22:27.874
then Reports for the available sales analysis Use
these views with

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00:22:27.887 --> 00:22:31.441
your recorded opportunity data and agreed
reporting periods

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00:22:33.565 --> 00:22:36.990
Choose Relationships to explore the customer and
contact context

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00:22:37.002 --> 00:22:43.515
around opportunities Sales actions contains
reusable routines Review

288
00:22:43.528 --> 00:22:46.770
the proposed changes and reminders before
applying a routine to

289
00:22:46.783 --> 00:22:47.864
actual deals

290
00:22:49.979 --> 00:22:54.734
Import and export handles opportunity data
transfer Products and

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00:22:54.747 --> 00:22:58.731
pricing supports product selection and quotations
while Sales setup

292
00:22:58.744 --> 00:23:03.705
contains pipeline configuration These are
separate workspaces so

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00:23:03.718 --> 00:23:05.971
open the relevant tab for the job you need

294
00:23:08.076 --> 00:23:13.599
From the Sales menu choose Proposals Use this
area to prepare and

295
00:23:13.612 --> 00:23:17.115
manage proposals before moving an agreed
opportunity into the next

296
00:23:17.128 --> 00:23:21.450
commercial stage Open the dedicated proposal
guide for the full

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00:23:21.464 --> 00:23:23.312
creation and review workflow

298
00:23:25.435 --> 00:23:29.838
Choose Estimates to work with customer estimates
Keep the customer

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00:23:30.007 --> 00:23:33.914
line items currency and acceptance terms
consistent with the work

300
00:23:33.927 --> 00:23:38.549
being offered This overview locates the workspace
the dedicated

301
00:23:38.562 --> 00:23:40.919
guide covers its saved document workflow

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00:23:43.028 --> 00:23:47.768
Choose Invoices to review paid outstanding
overdue and draft invoice

303
00:23:47.781 --> 00:23:53.238
queues Create New Invoice starts a new invoice
while recurring invoices

304
00:23:53.251 --> 00:23:57.574
and batch payments have their own controls The
training workspace

305
00:23:57.587 --> 00:23:59.228
has no real customer billing

306
00:24:01.342 --> 00:24:05.862
Payments provides the recorded payment list
Credit Notes handles

307
00:24:05.875 --> 00:24:10.524
credit documents separately from invoice creation
Use the dedicated

308
00:24:10.537 --> 00:24:14.300
finance guides to follow the correct record
review and allocation

309
00:24:14.313 --> 00:24:15.953
steps for your organisation

310
00:24:18.069 --> 00:24:22.444
Choose Items for reusable products and services
used in sales documents

311
00:24:23.345 --> 00:24:27.199
Consistent item descriptions rates and tax
choices help the team

312
00:24:27.212 --> 00:24:31.665
prepare documents with less repeated entry Review
each document

313
00:24:31.678 --> 00:24:32.837
before it is issued

314
00:24:34.941 --> 00:24:39.707
Sales and Finance also contains Subscriptions
Expenses and Contracts

315
00:24:40.607 --> 00:24:45.347
Each has its own record list and workflow
Subscriptions can require

316
00:24:45.360 --> 00:24:49.331
a connected payment provider completing a real
subscription or agreement

317
00:24:49.344 --> 00:24:52.052
requires the appropriate private setup and review

318
00:24:54.163 --> 00:24:59.855
Open Accounting then Dashboard for the accounting
view Banking transactions

319
00:24:59.998 --> 00:25:04.321
registers bills journal entries transfers and
reconciliation are

320
00:25:04.334 --> 00:25:08.944
available from the same menu Choose the area that
matches the accounting

321
00:25:08.957 --> 00:25:10.220
work you need to review

322
00:25:12.341 --> 00:25:16.978
The Chart of Accounts provides the accounting
structure Budget contains

323
00:25:16.992 --> 00:25:20.963
budget planning and Reports contains the
available accounting reports

324
00:25:21.861 --> 00:25:25.090
A live organisation should configure these with
its own accounting

325
00:25:25.104 --> 00:25:27.786
policies before recording real transactions

326
00:25:32.907 --> 00:25:38.104
Open Projects in Pixie CRM and choose New Project
Enter Website

327
00:25:38.117 --> 00:25:42.727
Refresh marked as a training project A project
connects customer

328
00:25:42.740 --> 00:25:46.594
work dates members and delivery activity in one
record

329
00:25:48.699 --> 00:25:53.545
Open Customer and begin typing Maplebridge Design
Select the saved

330
00:25:53.558 --> 00:25:57.803
training customer from the results Check this
choice carefully because

331
00:25:57.816 --> 00:26:01.136
the project will belong to that customer and can
appear in its connected

332
00:26:01.149 --> 00:26:01.878
records

333
00:26:03.995 --> 00:26:07.420
Choose Fixed Rate as the billing type and Not
Started as the status

334
00:26:08.320 --> 00:26:12.864
Enter zero as the cost for this fictional
training project These

335
00:26:12.877 --> 00:26:16.836
project settings do not issue an invoice request
payment or charge

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00:26:16.849 --> 00:26:17.474
the customer

337
00:26:22.617 --> 00:26:25.989
Enter the start date and deadline using the
configured day month

338
00:26:26.094 --> 00:26:30.406
and year format The example runs from the fourth
to the eighteenth

339
00:26:30.419 --> 00:26:35.093
of November Confirm Alex Morgan is included in
Members and keep

340
00:26:35.106 --> 00:26:37.189
progress calculated through tasks

341
00:26:39.296 --> 00:26:43.881
Use Description to record a clear outline of the
work This example

342
00:26:43.894 --> 00:26:47.592
covers reviewing the website brief preparing a
design proposal and

343
00:26:47.605 --> 00:26:52.241
agreeing the delivery steps Keep the project
scope factual and separate

344
00:26:52.254 --> 00:26:54.324
from any final contract or approval

345
00:26:57.939 --> 00:27:02.642
Review the notification choices before saving
Keep Send project

346
00:27:02.655 --> 00:27:06.678
created email off then open Project Settings and
choose Do not send

347
00:27:06.691 --> 00:27:11.405
notifications for this training example Review
your organisation's

348
00:27:11.418 --> 00:27:15.024
intended customer notifications and project
access settings before

349
00:27:15.037 --> 00:27:16.548
creating a real project

350
00:27:18.685 --> 00:27:23.349
Choose Save Confirm that the project overview
opens with the correct

351
00:27:23.362 --> 00:27:27.945
project name and customer The saved project is
ready for its tasks

352
00:27:27.958 --> 00:27:32.684
and milestones Continue with the dedicated guides
for project members

353
00:27:32.906 --> 00:27:35.510
permissions tasks and progress tracking

354
00:27:37.605 --> 00:27:43.050
Open Tasks in Pixie CRM and choose New Task Enter
Review website

355
00:27:43.063 --> 00:27:48.089
brief marked as a training task A clear subject
describes the action

356
00:27:48.102 --> 00:27:49.495
the owner needs to complete

357
00:27:51.630 --> 00:27:56.879
Under Related To choose Project Search for
Website Refresh and select

358
00:27:56.893 --> 00:28:01.150
the saved training project for Maplebridge Design
This links the

359
00:28:01.163 --> 00:28:04.783
task to the project so its delivery work can be
followed in context

360
00:28:12.562 --> 00:28:15.492
Set the start date to the fourth of November and
the due date to

361
00:28:15.505 --> 00:28:21.015
the sixth Choose High priority for this example
Use the configured

362
00:28:21.028 --> 00:28:24.817
day month and year format and select a priority
that reflects the

363
00:28:24.830 --> 00:28:26.327
real urgency of the work

364
00:28:31.153 --> 00:28:36.025
Confirm Alex Morgan as the assignee Keep Public
and Visible to customer

365
00:28:36.038 --> 00:28:40.686
off and clear Billable for this internal training
task Check who

366
00:28:40.699 --> 00:28:44.059
should see a real task and whether its time
should be billable before

367
00:28:44.072 --> 00:28:44.749
saving it

368
00:28:46.870 --> 00:28:50.896
Open Description and enter the steps the owner
should follow This

369
00:28:50.909 --> 00:28:54.789
example asks the owner to review the fictional
brief list any missing

370
00:28:54.802 --> 00:28:58.109
requirements and prepare questions for the next
project discussion

371
00:28:59.008 --> 00:29:02.380
Clear instructions make the expected result
easier to check

372
00:29:09.339 --> 00:29:14.250
Choose Save and confirm the saved task name and
linked project Review

373
00:29:14.263 --> 00:29:19.146
the assigned owner priority and dates in the
saved task The work

374
00:29:19.159 --> 00:29:23.937
is now recorded for follow-up Continue with the
dedicated task-management

375
00:29:23.950 --> 00:29:26.463
and project-progress guides for the next steps

376
00:29:28.539 --> 00:29:34.205
Open the saved Website Refresh project in Pixie
CRM Choose Milestones

377
00:29:34.414 --> 00:29:39.166
then New Milestone A milestone marks an important
stage of the project

378
00:29:39.179 --> 00:29:42.226
and gives related tasks a clear delivery context

379
00:29:44.334 --> 00:29:47.928
Enter Discovery and brief review marked as a
training milestone

380
00:29:48.828 --> 00:29:51.810
Set the start date to the fourth of November and
the due date to

381
00:29:51.823 --> 00:29:55.977
the seventh Use dates that fit the project
schedule and describe

382
00:29:55.990 --> 00:29:57.695
a specific stage of the work

383
00:30:05.464 --> 00:30:10.271
Use Description to explain the expected result
This example covers

384
00:30:10.284 --> 00:30:13.760
completing the fictional brief review and listing
the next steps

385
00:30:14.659 --> 00:30:17.602
Keep the description clear enough for the team to
recognise when

386
00:30:17.615 --> 00:30:19.190
the stage has been completed

387
00:30:21.311 --> 00:30:25.818
Review the customer visibility choices For this
internal training

388
00:30:25.831 --> 00:30:29.295
milestone keep Show description to customer off
and select Hide

389
00:30:29.308 --> 00:30:34.699
from customer Leave Order at one Choose
visibility and ordering

390
00:30:34.712 --> 00:30:36.873
appropriate to the project before saving

391
00:30:38.980 --> 00:30:42.235
Choose Save and confirm Discovery and brief
review appears in the

392
00:30:42.248 --> 00:30:47.263
project's milestone view The milestone is now
recorded for the project

393
00:30:48.162 --> 00:30:51.690
Continue with the dedicated task and milestone
guides to organise

394
00:30:51.703 --> 00:30:53.513
the work that belongs to this stage

395
00:30:58.474 --> 00:31:02.146
Open the Website Refresh training project and
choose Milestones

396
00:31:03.046 --> 00:31:07.109
The board groups project tasks by delivery stage
with an Uncategorized

397
00:31:07.122 --> 00:31:10.312
column for tasks that have not yet been assigned
to a milestone

398
00:31:12.416 --> 00:31:17.483
Find Review website brief in Uncategorized Beside
it is the Discovery

399
00:31:17.496 --> 00:31:22.171
and brief review milestone with its own date
range Check the task

400
00:31:22.184 --> 00:31:25.725
and the destination before moving anything
particularly when a project

401
00:31:25.738 --> 00:31:27.027
has several stages

402
00:31:29.161 --> 00:31:32.950
Drag the task card into Discovery and brief
review then release

403
00:31:32.963 --> 00:31:38.525
it The task now appears beneath that milestone
This organises the

404
00:31:38.538 --> 00:31:42.327
existing task it does not create a duplicate or
mark the work as

405
00:31:42.340 --> 00:31:43.004
completed

406
00:31:45.120 --> 00:31:49.026
Choose Overview then reopen Milestones to check
the saved result

407
00:31:49.927 --> 00:31:53.794
Review website brief remains under Discovery and
brief review while

408
00:31:53.807 --> 00:31:58.612
its status is still Not Started Use the dedicated
task guides to

409
00:31:58.625 --> 00:32:01.463
update progress when the actual work takes place

410
00:32:06.474 --> 00:32:11.515
Open Clients and CRM then Appointments The
summary shows appointment

411
00:32:11.528 --> 00:32:15.122
totals and statuses with a separate review
process for appointment

412
00:32:15.135 --> 00:32:19.718
requests Review a request and the available time
before confirming

413
00:32:19.731 --> 00:32:20.265
a booking

414
00:32:22.387 --> 00:32:25.707
Appointment Services defines the services
available for booking

415
00:32:26.608 --> 00:32:29.941
Company Schedule and Staff Working Hours provide
the scheduling

416
00:32:29.954 --> 00:32:34.655
context Keep these settings aligned with the team
and service durations

417
00:32:34.668 --> 00:32:36.816
before offering appointments to clients

418
00:32:40.229 --> 00:32:46.729
Open Pixie CRM WhatsApp and choose Inbox
Conversations CRM activity

419
00:32:46.833 --> 00:32:51.533
and conversation controls are brought into the
same workspace This

420
00:32:51.546 --> 00:32:55.426
training connection is awaiting private setup so
no message delivery

421
00:32:55.439 --> 00:32:58.200
or completed WhatsApp connection is represented

422
00:33:00.314 --> 00:33:05.642
Standard Replies provides reusable message
wording Audit Trail records

423
00:33:05.655 --> 00:33:10.043
the module activity available to your account
Review recipients

424
00:33:10.056 --> 00:33:13.715
and message content carefully before sending any
real communication

425
00:33:14.613 --> 00:33:18.181
Connection setup and QR scanning should be
completed privately

426
00:33:20.312 --> 00:33:25.861
Open MailboxAI from Support With no mailbox
connected the application

427
00:33:25.874 --> 00:33:30.379
directs this training workspace to Mailbox
Accounts Add Account

428
00:33:30.392 --> 00:33:35.379
begins provider setup Complete sign-in consent
and any credentials

429
00:33:35.392 --> 00:33:39.129
privately then return to the inbox after the
connection is ready

430
00:33:41.263 --> 00:33:46.367
MailboxAI also contains Email Templates Auto
Replies Categories

431
00:33:46.523 --> 00:33:51.500
Drafts and Scheduled messages Open Email
Templates for reusable

432
00:33:51.512 --> 00:33:56.291
email content then Scheduled to review the
scheduled queue Sending

433
00:33:56.304 --> 00:33:59.234
and provider delivery are separate from preparing
a draft

434
00:34:01.362 --> 00:34:06.677
Open Pixie CRM Google Workspace The integration
presents Google

435
00:34:06.690 --> 00:34:12.653
Meet Calendar Gmail Drive and related
collaboration tools Access

436
00:34:12.666 --> 00:34:17.158
depends on configured provider integration and
user consent This

437
00:34:17.171 --> 00:34:20.791
training account is not connected authentication
should be completed

438
00:34:20.804 --> 00:34:21.468
privately

439
00:34:23.597 --> 00:34:28.141
Open Pixie CRM Calling to review provisioned
identities extension

440
00:34:28.154 --> 00:34:32.831
readiness and registration status Browser calling
also needs the

441
00:34:32.844 --> 00:34:37.245
authorised microphone permission and a ready
calling service This

442
00:34:37.258 --> 00:34:40.774
overview does not place a real call or grant
microphone access

443
00:34:42.896 --> 00:34:47.024
Open Support Tickets to review ticket status
queues assignment context

444
00:34:47.037 --> 00:34:51.661
and the weekly overview New Ticket starts a
support case while the

445
00:34:51.674 --> 00:34:56.244
Ticket Compliance Pack has a separate evidence
workflow Use a clear

446
00:34:56.257 --> 00:34:59.799
subject and the correct customer context when
recording a real issue

447
00:35:04.573 --> 00:35:09.028
Open Letter Manager from Tools The dashboard
supports selecting

448
00:35:09.041 --> 00:35:14.523
a CRM recipient or using a separate manual
recipient workflow Templates

449
00:35:14.536 --> 00:35:19.002
and the Compliance Pack are separate sections
Review the recipient

450
00:35:19.210 --> 00:35:22.283
document and delivery choices before sending a
real letter

451
00:35:24.407 --> 00:35:29.344
Open Templates for reusable letter content The
Compliance Pack provides

452
00:35:29.357 --> 00:35:34.513
the available evidence records and controls A
saved template a prepared

453
00:35:34.526 --> 00:35:38.120
letter and a delivered letter are different
stages use the dedicated

454
00:35:38.133 --> 00:35:40.125
guides to follow the complete workflow

455
00:35:42.247 --> 00:35:45.997
Choose Delivery Note to review delivery-note
records and their reference

456
00:35:46.244 --> 00:35:51.533
invoice recipient delivery date and status The
training list is

457
00:35:51.546 --> 00:35:56.142
empty Use the related document workflow when a
real delivery needs

458
00:35:56.155 --> 00:35:57.093
to be recorded

459
00:35:59.225 --> 00:36:03.834
Open QR Compliance Records to find document QR
records signature

460
00:36:03.847 --> 00:36:08.680
status and scan evidence Review the recorded
evidence and verification

461
00:36:08.693 --> 00:36:13.107
state for the specific document An empty list
does not represent

462
00:36:13.120 --> 00:36:15.529
a completed signature or verified delivery

463
00:36:17.635 --> 00:36:22.338
Open Knowledge Base to manage articles and their
groups New Article

464
00:36:22.351 --> 00:36:25.840
starts an article while the list shows its group
and publication

465
00:36:25.853 --> 00:36:30.957
date Use clear article titles and review the
intended audience before

466
00:36:30.970 --> 00:36:32.168
publishing guidance

467
00:36:34.292 --> 00:36:38.786
Open Calendar under Utilities The monthly view
brings scheduled

468
00:36:38.799 --> 00:36:42.484
work into context including the fictional task
and project dates

469
00:36:42.497 --> 00:36:47.133
already recorded in this walkthrough Month Week
and Day provide

470
00:36:47.146 --> 00:36:48.500
different planning views

471
00:36:50.617 --> 00:36:54.328
Open Task Filters for a more focused view of work
by staff member

472
00:36:54.523 --> 00:36:59.682
status billing and related record Saved filter
templates can help

473
00:36:59.695 --> 00:37:04.721
repeat a useful review Choose filters that answer
a specific operational

474
00:37:04.734 --> 00:37:05.333
question

475
00:37:07.438 --> 00:37:11.982
Lead Filters provides a focused view by owner
stage source and other

476
00:37:11.995 --> 00:37:16.893
recorded lead information Use it to identify
enquiries requiring

477
00:37:16.906 --> 00:37:19.797
attention and keep the follow-up view consistent
with the current

478
00:37:19.810 --> 00:37:20.513
lead data

479
00:37:22.631 --> 00:37:27.930
Open Sales under Reports for invoice item payment
proposal estimate

480
00:37:27.944 --> 00:37:32.607
and customer reporting Expenses versus Income
provides a separate

481
00:37:32.620 --> 00:37:37.386
financial comparison Reports reflect recorded
data and the selected

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00:37:37.399 --> 00:37:41.175
filters so check the reporting period and
currency context

483
00:37:45.474 --> 00:37:50.463
Open the Xero integration dashboard Its
navigation includes invoice

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00:37:50.476 --> 00:37:56.231
sync reconciliation bank activity document intake
mappings exceptions

485
00:37:56.335 --> 00:38:02.182
and compliance evidence This workspace shows Not
Configured Complete

486
00:38:02.195 --> 00:38:06.101
the provider connection privately before
expecting data synchronisation

487
00:38:08.246 --> 00:38:11.592
The QuickBooks integration has its own dashboard
and corresponding

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00:38:11.605 --> 00:38:16.959
synchronisation reconciliation document and
evidence tools Review

489
00:38:16.972 --> 00:38:20.969
connection readiness and exceptions for the
correct provider This

490
00:38:20.982 --> 00:38:24.628
training workspace does not claim a completed
connection or successful

491
00:38:24.641 --> 00:38:25.878
external transfer

492
00:38:27.997 --> 00:38:31.799
Open Sage Accounting to locate its provider-
specific synchronisation

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00:38:31.812 --> 00:38:36.684
and reconciliation workspace The dashboard keeps
connection status

494
00:38:36.697 --> 00:38:41.085
and queued work visible Follow the dedicated
integration guide and

495
00:38:41.098 --> 00:38:44.575
complete account authorisation privately before
using it with real

496
00:38:44.588 --> 00:38:45.759
accounting records

497
00:38:47.865 --> 00:38:52.383
Open Pixie CRM Automations to review the
available Zapier capabilities

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00:38:52.396 --> 00:38:56.695
and workspace-specific connection information
Read the requested

499
00:38:56.708 --> 00:39:01.669
capabilities before authorising an external
automation This overview

500
00:39:01.682 --> 00:39:05.432
only locates the controls and does not grant a
connection new access

501
00:39:07.555 --> 00:39:12.284
Setup contains Staff and Roles for team
administration Review the

502
00:39:12.297 --> 00:39:16.190
intended person role and required access before
making changes in

503
00:39:16.203 --> 00:39:21.008
a live workspace This overview shows where the
controls are the

504
00:39:21.021 --> 00:39:24.289
training recording does not add a user or change
permissions

505
00:39:26.393 --> 00:39:29.752
Custom Fields extends the information captured
against supported

506
00:39:29.765 --> 00:39:36.278
records GDPR provides privacy-related controls
Configure these for

507
00:39:36.291 --> 00:39:39.702
your actual organisational process and review the
consequences of

508
00:39:39.715 --> 00:39:42.320
any data or retention action before applying it

509
00:39:44.448 --> 00:39:48.302
Solution Catalogue lists configurable
capabilities and integration

510
00:39:48.315 --> 00:39:53.018
options Catalogue entries are options to explore
or request they

511
00:39:53.031 --> 00:39:55.974
are not a claim that every listed solution is
installed in this

512
00:39:55.987 --> 00:40:00.414
trial Use the configured workspace menus and the
relevant guide

513
00:40:00.427 --> 00:40:02.250
to understand current availability

514
00:40:04.375 --> 00:40:08.752
Choose the Pixie logo to return to the dashboard
You have followed

515
00:40:08.765 --> 00:40:13.570
the setup customer lead project and task
workflows and located the

516
00:40:13.583 --> 00:40:18.218
wider business tools Continue with the dedicated
feature videos

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00:40:18.231 --> 00:40:21.968
for detailed saved-result instructions using the
same matching help

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00:40:21.981 --> 00:40:22.606
pages