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The Home LaunchpadWhat it is The Home page (/) is what you land on after signing in — a personal launchpad of large cards, one per module you have access to (Leads, Mail, Docs, Phone, AI Assistant, and so on), each opening straight into…

Members vs. Team Members ExplainedKamoCRM has two kinds of person, and nearly every permission question depends on which one somebody is. The distinction A team member works for your organization. Your staff, your contractors, the people you'd put on an…

Setting Up Your Organization — A ChecklistThe order to set KamoCRM up in. Not every step applies to every business, but the sequence does: several of these block the ones after them, and discovering that halfway through is what turns an afternoon into a week.…

How to Sign In and Find Your Way AroundYour first ten minutes in KamoCRM: getting in, and knowing what you're looking at. Signing in 1. Go to your organization's KamoCRM address. If your organization uses its own branded address, that's the one to use — it…

What KamoCRM IsKamoCRM is one place for the work a business does every day — instead of a CRM here, an email client there, a phone system somewhere else, and a shared drive nobody can find anything in. The short version It holds the…

How to Search Across KamoCRMWhere to search from, and why the same words find different things in different places. There isn't one search box for everything This is the thing to know first. KamoCRM searches within an area rather than across all…

Why Can't I See a Screen or Button?A colleague can see something you can't. This is the most common question anybody has about KamoCRM, and there are only four answers. 1. Your role doesn't permit it The usual explanation. Permissions in KamoCRM don't…

How to Customize Your Home ScreenRearrange, pin, or unpin the launcher cards on your Home page, and change your background. Steps Rearrange cards 1. On the Home page, press and hold a card, then drag it to a new position. The rest of the cards re-flow…

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