Pixie CRM learning library

Video tutorials and guided walkthroughs

Learn Pixie CRM with genuine screen recordings, live clicks, clear narration, English captions and matching written workflow guides.

2:30 · English captions

Create and verify an accounting vendor

Create a Pixie CRM accounting vendor with live clicks. Enter the supplier identity, phone, GBP currency and address, save the record and reopen it to verify the retained details.

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1:48 · English captions

Set and verify vendor billing and shipping addresses

Set Pixie CRM vendor billing and shipping addresses with live clicks. Copy the main supplier address to billing, copy billing to shipping, save and reopen both address blocks to verify the retained details.

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