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  1. Winmore
  2. Knowledge Base

Knowledge Base

Start here for details and advice on every feature

Getting Started with Winmore

  • System Settings: Required Domains
  • Step 1: Profile & Email
  • Step 2: Collaboration
  • Step 3: Workflow and Tasks
  • Step 4: Users and Access
  • Domestic Application Glossary: Bid Record Template
See all 7 articles

System Navigation

  • Logging In and Out
  • Navigation
  • Home
  • Recommended and Unread
  • To-Dos
  • Global Search
See all 10 articles

User Settings

  • Profile Settings
  • Password and Security
  • Notifications
  • Accessibility Settings
  • System Requirements and Troubleshooting
  • FAQ: Browser Not Supported
See all 10 articles

Records

  • Creating a new Record
  • Browsing and Editing Records
  • Starred, Recommended and Recent Records
  • Conversations
  • Activities
  • Log Activities Using Email
See all 8 articles

Workflows and Tasks

  • Workflows
  • Tasks
  • Launch a Workflow
  • FAQ: Why Can't I click Complete on a Task?

Reporting

  • FAQ: My Winmore built dashboard isn't displaying Filters
  • Insights Overview
  • Creating Record Insights
  • Creating Workflow Insights
  • Adding Specialty Date Filters to An Insight
  • Editing an Insight
See all 9 articles