Getting started

Use these articles for Zbix CRM 1.2.0. Review each procedure’s prerequisites and qualification before acting.

• Introduction to Zbix CRM — Use this guide to choose the next task and understand which parts of the application affect customer records, money, or background work.
• Sign in and manage your session — Access the correct workspace and protect your session on shared devices.
• Navigate lists and records — Find the right record quickly and avoid confusing a filtered table with an organization-wide total.
• Create and update CRM records — Maintain reliable customer information while preserving ownership and history.
• Your first day with Zbix CRM — Complete a small, end-to-end CRM workflow without prematurely issuing documents or activating automation.
• Save filtered record views — Create a repeatable operational list such as qualified Leads or open Deals assigned to a team.
• Frequently asked questions — Resolve frequent onboarding questions before changing data or requesting broader access.
• Release baseline and documentation scope — Select applicable guidance and avoid applying an older deployment statement to a newer installation.