Knowledge Base

Learn how to connect tasks, calendar events, notes, and emails to leads, opportunities, and deals for a complete record of interactions.

Learn how to link contacts to leads, opportunities, and deals with specific roles to track stakeholders throughout the sales process.

Learn how to monitor pipeline health, forecast revenue, track win rates, measure conversion metrics, and view funnel summaries.

Learn how to build a product catalog, create price books for different markets, and attach products to deals as line items.

A complete walkthrough of how leads, opportunities, and deals connect in ISO Mate, and how each feature supports your team from first contact to closed revenue.

Learn how to set up pipelines, track leads, manage opportunities and deals, use the Kanban board, and monitor sales performance.

Learn how to configure role-based permissions for the Help Desk module to control who can view, create, update, and delete tickets.

Learn how to merge duplicate tickets, manage watchers for notifications, link tickets to issues, tasks, and incidents, and use real-time collaboration features.

Learn how to use the Help Desk Reports dashboard to track ticket volume, agent performance, SLA compliance, CSAT scores, and channel metrics.

Learn how to combine two workflows to automatically create tickets from emails and send confirmation replies to requesters.