CRM | Documentation
The operating reference for the people, records, permissions, and workflows that move through Wunderkint CRM.
Go straight to the work in front of you
Section titled “Go straight to the work in front of you”Get orientedUnderstand the workspace, its records, and the permission model before your first working session.
Choose your roleJump to the founder, management, end-user, or administrator guidance that matches your responsibility.
Run daily workUse one canonical guide for leads, outreach, meetings, reporting, files, and the rest of the operating flow.
Administer safelyManage roles, workspace settings, integrations, automations, and the audit trail with the right controls.
How to use this documentation
Start broad. Then follow the role or workflow that owns the decision.
- Orient: use the platform overview and quickstart to establish the shared language.
- Choose a track: use role guidance when the work is driven by responsibility or approval level.
- Follow the source guide: use user and admin guides for the exact record, action, and control you need.