WEBVTT

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Create an internal knowledge-base article in
Pixie CRM From Tools

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open Knowledge Base and choose New Article This
example prepares

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fictional guidance for the demonstration team and
keeps its audience

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internal

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Enter a clear subject and select the Team
guidance training group

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Enable Internal Article Leave Disabled off so the
guidance is available

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to its intended internal audience Review article
visibility before

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saving real business information

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Write the guidance in Article description Explain
what the reader

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should review and what they should do next This
example asks the

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team to confirm the project objective identify
missing requirements

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and prepare questions for an internal review

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Choose Save Pixie CRM opens the saved article
editor Review the

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stored title and group then check Internal
Article and the description

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The article remains internal saving it does not
publish a customer-facing

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article

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Confirm that Team guidance is retained and
Internal Article remains

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selected Review the saved description and the
Disabled option These

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separate controls let you organise guidance
choose its audience

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and decide whether it is available