Quick Start Guide

Get up and running with Angage in just a few minutes! This guide covers the essential steps to start using the system effectively.

Initial Login

Accessing the System

1. Open your web browser
2. Navigate to your Angage URL (provided by your administrator)
3. Enter your username and password
4. Click Sign In

First Time Login

If this is your first time logging in, you may be prompted to change your password. Choose a strong password with at least 8 characters.

Dashboard Overview

After logging in, you'll see the main dashboard with:

• Navigation Menu - Access all modules and features
• Key Metrics - Overview of your business performance
• Recent Activities - Latest system activities
• Quick Actions - Shortcuts to common tasks

Essential Navigation

Main Menu Structure

The left sidebar contains the main navigation:

📊 Dashboard
👥 CRM
   ├── Leads
   ├── Opportunities  
   ├── Email Accounts
   └── Pipeline View
   
📦 Inventory
   ├── Stock Management
   ├── Locations
   ├── Transfers
   └── Adjustments
   
💰 Sales
   ├── Orders
   ├── Customers
   ├── Invoices
   └── Quotations
   
⚙️ Settings
   ├── Users
   ├── Roles
   ├── API Keys
   └── System

Quick Search

Use the global search bar (Ctrl+K) to quickly find:

• Customers by name or email
• Products by name or SKU
• Orders by number
• Any record in the system

Your First Tasks

1. Set Up Your Profile

Personal Settings

Navigate to Settings → Profile to update your personal information and preferences.

Profile Settings Include:

• Name and contact information
• Email preferences
• Password change
• Time zone settings
• Language preferences

2. Explore Key Modules

CRM Module

Start by exploring the CRM to understand your customer pipeline:

1. Go to CRM → Leads
2. Review existing leads
3. Try creating a new lead
4. Check the pipeline view

Inventory Module

Familiarize yourself with inventory management:

1. Visit Inventory → Stock Management
2. Review current stock levels
3. Explore different locations
4. Check recent stock movements

Sales Module

Understand the sales process:

1. Navigate to Sales → Orders
2. Review recent orders
3. Check order statuses
4. Explore customer records

3. Create Your First Record

Let's create a sample lead to get familiar with the system:

Creating a New Lead

1. Navigate to CRM → Leads
2. Click Add Lead button
3. Fill in the required information:
   • Contact Name: John Doe
   • Company: Sample Company
   • Email: [email protected]
   • Phone: (555) 123-4567
4. Select a Lead Source
5. Set Priority level
6. Add any relevant Notes
7. Click Save

Data Validation

The system will validate your input and highlight any required fields or formatting errors.

Understanding User Roles

Your access level depends on your assigned role:

Admin

• Full system access
• User management
• System configuration
• All modules and features

Sales Manager

• CRM and Sales modules
• Team performance reports
• Lead assignment
• Pipeline management

Sales Rep

• Own leads and opportunities
• Customer communication
• Order processing
• Limited reporting

Inventory Manager

• Inventory management
• Stock adjustments
• Transfer approvals
• Inventory reporting

Viewer

• Read-only access
• Dashboard viewing
• Report generation
• No data modification

Common Interface Elements

Buttons and Actions

Button	Description
Add New	Create a new record
Edit	Modify existing record
View	See detailed information
Delete	Remove record (with confirmation)
Export	Download data to Excel/PDF

Status Indicators

Status Colors

• 🟢 Green: Active, Completed, Approved
• 🟡 Yellow: Pending, In Progress, Review
• 🔴 Red: Inactive, Failed, Rejected
• 🔵 Blue: New, Draft, Information

Filters and Search

Most data tables include:

• Search box - Find specific records
• Filter dropdowns - Narrow down results
• Date ranges - Filter by time period
• Sort columns - Organize data display

Getting Help

In-System Help

• Tooltips: Hover over icons for quick help
• Help Icons: Click (?) for detailed explanations
• Field Hints: Green text under form fields

Documentation Access

• Help Menu: Top navigation → Help
• Context Help: Page-specific guidance
• Video Tutorials: Step-by-step walkthroughs

Support Channels

Need Immediate Help?

• Emergency: Contact your system administrator
• Technical Issues: Submit a support ticket
• Training: Schedule a session with our team

Next Steps

Now that you're familiar with the basics:

1. System Overview - Understand the complete system architecture
2. Navigation Guide - Master efficient system navigation
3. Module Guides - Dive deep into specific modules
4. Advanced Features - Explore power-user functionality

Quick Reference Card

Keep this handy for daily use:

Keyboard Shortcuts

• Ctrl + K - Global search
• Ctrl + S - Save form (when editing)
• Esc - Close modal/cancel action
• Tab - Navigate form fields

Common Actions

• Create Record: Module → Add New
• Export Data: Select records → Export button
• Bulk Actions: Select multiple → Actions dropdown
• Quick Edit: Double-click table cell (where available)

You're now ready to start using Angage effectively! 🎉