Getting Started with PracticalCRM

1. Logging In

To start using PracticalCRM, you'll need to log in using the email address and password you registered with.

• Navigate to the login page (usually `yourdomain.com/login.php`).
• Enter your email address and password.
• Complete the reCAPTCHA verification (if enabled).
• If you have Two-Factor Authentication (2FA) enabled, you'll be prompted to enter the 6-digit code from your authenticator app or a recovery code.
• Click the "Log In" button.

If you've forgotten your password, click the "Forgot Password?" link to initiate the reset process.

If this is your first time logging in after registering, you might need to click an activation link sent to your email first.

2. The Dashboard & Navigation

Once logged in, you'll land on your Dashboard. This is your main hub.

• Main Navigation: The primary navigation bar is usually at the top of the page. Use it to access different modules like Contacts, Organisations, Projects, Campaigns, Expenses, My Hours, and the Admin section (if you have permission).
• Dashboard Widgets: The main area of the dashboard displays various informational widgets (e.g., Latest Contacts, Upcoming Follow-ups, Metrics). You can customize which widgets are visible and their order (see the Dashboard Documentation).
• Profile Dropdown: Located in the top-right corner (usually next to your name/avatar), this dropdown provides access to your Profile settings, My Hours, Expenses, and the Logout option.
• Search Bar: The global search bar (usually in the header) allows you to quickly find Contacts, Organisations, or even file attachments across the CRM.

3. Your First Steps

Here are a few things you might want to do first:

1. Add a Contact: Navigate to the Contacts section ( Contacts > View Contacts) and click the "Add New Contact" button. Fill in the details. (See Contacts Documentation)
2. Add an Organisation: If your contacts belong to companies, go to Organisations ( Organisations > View Organisations) and click "Add New Organisation". You can then link contacts to it. (See Organisations Documentation)
3. Create a Project: Need to track some work? Go to Projects ( Projects) and click "Create New Project". (See Projects Documentation)
4. Check Your Profile: Click your name/avatar in the top-right and select "View Profile" to review your details and consider enabling 2FA for added security. (See Profile Documentation)