Help Centre / Documentation

Documentation

Find guides, tutorials, and resources to help you get the most out of OneLead.

Getting Started

4 guides

• First Steps After Login

• Forgot Password & OTP

• Login & Access

+1 more

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Accounts & Setup

2 guides

• Account Setup

• Users & Roles

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Customer Records & Data Capture

5 guides

• Adding Notes & Activities

• Creating a Customer Record

• Editing Customer Information

+2 more

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Reporting & Analytics

1 guide

• Analytics Dashboard

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Views & Customisation

4 guides

• Best Practices for Mobile Views

• Kanban View

+1 more

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Check-In & Digital Cards

2 guides

• Customer Check-In

• Digital Business Card Sharing

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Dashboard & Navigation

2 guides

• Dashboard Overview

• Notifications

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What's New

1 guide

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