Pixie CRM guide collection
Dashboard and navigation
Find records quickly, use dashboard tools and move around Pixie CRM without losing context.
Use the corporate dashboard
Use the corporate dashboard in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideCustomise dashboard widgets
Practical Pixie CRM instructions for customise dashboard widgets, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideUse the top navigation and second header
A clear Pixie CRM walkthrough for use the top navigation and second header, with the screen path, field checks and post-save verification.
Open guide →GuideUse the calendar
Use the calendar in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideCreate and manage reminders
Create and manage reminders in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideManage your to-do list
Use this Pixie CRM guide to manage your to-do list. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideUse the media library
A clear Pixie CRM walkthrough for use the media library, with the screen path, field checks and post-save verification.
Open guide →GuideUse bulk PDF export
Practical Pixie CRM instructions for use bulk pdf export, including where to go, what to check and how to confirm the change saved correctly.
Open guide →