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
System Navigation
See all 10 articlesUser Settings
- Profile Settings
- Password and Security
- Notifications
- Accessibility Settings
- System Requirements and Troubleshooting
- FAQ: Browser Not Supported
Records
- Creating a new Record
- Browsing and Editing Records
- Starred, Recommended and Recent Records
- Conversations
- Activities
- Log Activities Using Email
Workflows and Tasks
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