Documentation
Documentation
Guides for the staff console, the admin portal and your client dashboard: everything you need to get started and keep working.
Getting started
The console
- Console overviewA tour of the staff console: Today, Clients, the command palette and the customer view.
- Workspaces & outreachConnect a mailbox, manage contacts and templates, then launch and monitor campaigns.
- Pipeline & buyersStages, the board, table and buyers views, the opportunity drawer and introductions.
- Money & commercialMilestones, invoices, contracts and the evidence behind every fee.
- Analytics & leadsRead the performance analytics and work the inbound leads inbox.
Administration
For clients
Staff only
Staff runbooks
Deployment, database and account procedures for the Medical3 team.
Sign-in required. Staff accounts only.