Complete Documentation

Getting Started

Learn the basics and set up your account

Creating Your First Account

Learn how to set up your InterlinkCRM account from scratch, including account verification, initial configuration, and accessing your dashboard for the first time.

5 min

Setting Up Your Team

Build your CRM team by inviting members, assigning roles, and configuring permissions to ensure secure and efficient collaboration.

7 min

Features & Functionality

Master all CRM features and capabilities

Advanced Pipeline Management

Master your sales pipeline with advanced management techniques, custom stages, deal tracking, and automated workflows.

12 min

AI-Powered Lead Scoring

Leverage artificial intelligence to automatically score and prioritize leads based on their likelihood to convert.

15 min

Analytics & Reporting

Understand your data and create insights

Revenue Forecasting

Master revenue forecasting using advanced analytics to predict sales performance and make data-driven decisions.

16 min

Custom Report Building

Create sophisticated custom reports that provide deep insights into your sales performance and business metrics.

22 min

Integrations

Connect with your favorite tools

Email Provider Setup

Connect your email provider to InterlinkCRM for seamless email tracking, automation, and customer communication.

9 min

Calendar Integration

Synchronize your calendar with InterlinkCRM to automatically track meetings and schedule follow-ups.

7 min

Account & Billing

Manage your account and subscription

Upgrading Your Plan

Upgrade your InterlinkCRM subscription to access advanced features and scale your CRM capabilities.

5 min

Managing Team Members

Effectively manage your CRM team members, control access permissions, and optimize collaboration.

8 min

Troubleshooting

Common issues and solutions

Login Problems

Resolve common login issues quickly and securely to regain access to your InterlinkCRM account.

4 min

Data Sync Issues

Diagnose and resolve data synchronization problems between InterlinkCRM and integrated services.

8 min