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How to read this documentation

Summary​

The documentation has four parts: Getting started (this one), Implementation (the step-by-step to get a workspace running), Using the product (the manual for each screen) and Reference (tables for quick lookup), plus Support.

In detail​

Product tags​

At the top of each page, a tag says which product it applies to:

  • Both products applies to both agents.
  • Prospecting agent only to the prospecting agent.
  • Support agent only to the support agent.

Conventions​

  • Bold text is the exact name of buttons, tabs and fields, as they appear in the app in English.
  • Sidebar → Section → Screen shows how to get there.
  • app.growtek.io/ruta is the screen's address. In English, the route has the /en prefix.
  • Codes like contacts.update are the required permissions (see Roles and permissions).
  • Each procedure ends with How to verify that it worked.

What you don't see on your screen​

Each person sees only the modules active in their workspace and the actions they have permission for. If a button in this guide doesn't appear, most likely a permission or a module is missing.

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