https://pixiecrm.com/help-centre/videos2026-11-03T14:49:40+00:00 https://pixiecrm.com/help-centre/videos/start-your-free-trial2026-11-03T14:49:40+00:00https://pixiecrm.com/assets/video-walkthroughs/pixie-live-001-start-your-free-trial.pngStart Your Pixie CRM Trial | Registration & Verification GuideFollow the live Pixie CRM trial registration form: choose your user count, enter company details, review email and WhatsApp verification, and understand how to open your workspace when it is ready.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-001-start-your-free-trial.mp41552026-11-03T14:49:40+00:00yes https://pixiecrm.com/help-centre/videos/set-company-namehttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-002-set-company-name.pngPixie CRM: Set Your Company Name | Live Setup TutorialLearn how to set your company name in Pixie CRM. Follow the live dashboard and General settings, enter the name, choose Save Settings and verify the saved result.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-002-set-company-name.mp4912026-11-03T19:48:06+00:00 https://pixiecrm.com/help-centre/videos/company-information-invoices-documentshttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-003-company-information-invoices-documents.pngPixie CRM: Set Company Information for Invoices & DocumentsSet your company name, address, country code, phone and document information in Pixie CRM. Follow the live clicks, save the settings and verify the result.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-003-company-information-invoices-documents.mp41382026-11-03T20:24:45+00:00 https://pixiecrm.com/help-centre/videos/date-format-time-zone-languagehttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-004-date-format-time-zone-language.pngPixie CRM: Set Date Format, Time Zone & Language | Live TutorialConfigure Pixie CRM localisation settings with live clicks. Choose the date format, time display, default time zone and language, then save and confirm the result.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-004-date-format-time-zone-language.mp41322026-11-03T20:35:46+00:00 https://pixiecrm.com/help-centre/videos/create-customer-recordhttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-005-create-customer-record.pngPixie CRM: Create a Customer Record | Live CRM WalkthroughCreate a Pixie CRM customer record with live clicks. Enter the company, phone, language and address, save the record and confirm the saved customer details.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-005-create-customer-record.mp41442026-11-03T20:51:37+00:00 https://pixiecrm.com/help-centre/videos/customer-billing-shipping-addresseshttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-006-customer-billing-shipping-addresses.pngPixie CRM: Set Customer Billing & Shipping Addresses | Live TutorialSet separate customer billing and shipping addresses in Pixie CRM. Follow live clicks to copy the customer address, copy billing to shipping, save and verify both sets of fields.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-006-customer-billing-shipping-addresses.mp41022026-11-03T21:02:56+00:00 https://pixiecrm.com/help-centre/videos/add-review-customer-noteshttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-007-add-review-customer-notes.pngPixie CRM: Add & Review Customer Notes | Live CRM TutorialAdd a customer note in Pixie CRM with live clicks. Open Notes, write a factual description, save it and review the saved note, author and date.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-007-add-review-customer-notes.mp4852026-11-03T21:19:12+00:00 https://pixiecrm.com/help-centre/videos/create-verify-lead-statushttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-008-create-verify-lead-status.pngPixie CRM: Create & Verify a Lead Status | Live Setup TutorialCreate a lead status from the Pixie CRM New Lead form. Add the status name, save it with the tick icon and reopen the form to confirm the saved option is available.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-008-create-verify-lead-status.mp4862026-11-03T21:50:04+00:00 https://pixiecrm.com/help-centre/videos/create-verify-lead-sourcehttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-009-create-verify-lead-source.pngPixie CRM: Create & Verify a Lead Source | Live Setup TutorialAdd a lead source in Pixie CRM with live clicks. Enter Website Enquiry, save it using the tick icon and reopen New Lead to confirm the source remains available.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-009-create-verify-lead-source.mp4842026-11-03T21:50:06+00:00 https://pixiecrm.com/help-centre/videos/configure-gbp-base-currencyhttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-010-configure-gbp-base-currency.pngPixie CRM: Add GBP & Set Your Base Currency | Live Setup TutorialConfigure GBP in Pixie CRM with live clicks. Add the currency code and pound symbol, review number formatting, save the currency and confirm the Base Currency label.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-010-configure-gbp-base-currency.mp41272026-11-03T22:31:25+00:00 https://pixiecrm.com/help-centre/videos/create-assign-leadhttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-011-create-assign-lead.pngPixie CRM: Create & Assign a Lead | Live CRM WalkthroughCreate a lead in Pixie CRM with live clicks. Select the status, source and owner, enter the enquiry details, review visibility and contact history, then save and verify the lead in the list.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-011-create-assign-lead.mp41552026-11-03T22:46:35+00:00 https://pixiecrm.com/help-centre/videos/upload-verify-company-logohttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-012-upload-verify-company-logo.pngPixie CRM: Upload & Verify Your Company Logo | Live Setup TutorialUpload a company logo in Pixie CRM with live clicks. Open General settings, choose the image file, save the settings and confirm the logo appears in the workspace header and preview.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-012-upload-verify-company-logo.mp4952026-11-03T23:01:34+00:00 https://pixiecrm.com/help-centre/videos/create-customer-projecthttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-013-create-customer-project.pngPixie CRM: Create a Customer Project | Live Project WalkthroughCreate a customer project in Pixie CRM with live clicks. Link the customer, choose billing type and status, set dates, review members and notification choices, then save and confirm the project overview.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-013-create-customer-project.mp41452026-11-03T23:14:21+00:00 https://pixiecrm.com/help-centre/videos/create-assign-project-taskhttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-014-create-assign-project-task.pngPixie CRM: Create & Assign a Project Task | Live Task WalkthroughCreate a project task in Pixie CRM with live clicks. Link its project, set the dates and priority, review the assignee, billing and visibility, then save and verify the task.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-014-create-assign-project-task.mp41312026-11-03T23:22:48+00:00