Getting Started
What Tazk CRM does, signing in, the dashboard at a glance, finding your way around the sidebar and managing your account.
5 articles
Introduction to Tazk CRM
What Tazk CRM is, what each part of it does, who uses it, and a checklist for your first day.
Signing In to Tazk CRM
Sign in to Tazk CRM, enter the one-time code if your account asks for one, and reset a forgotten password.
Dashboard Overview
What the Tazk CRM dashboard shows from top to bottom — the greeting, the seven lead tiles, the charts, and the lists of today's leads, tasks and meetings.
Navigating the Sidebar Menu
A guide to every item in the Tazk CRM sidebar, how the menus with an arrow open, and how to jump to any screen with menu search.
Managing Your Account
Your profile menu and My Account page: personal details, password, multi-factor authentication, notification preferences, screen language and logging out.