Help Center

Getting Started

Learn the basics of setting up your TECOLL workspace.

• Inviting your team members
• Configuring global workspace settings
• Setting up user roles and permissions
• Importing existing data

CRM & Sales

Manage clients, pipelines, and communication.

• Creating and tracking a new lead
• Customizing your sales pipeline stages
• Adding notes and files to client profiles

Projects & Tasks

Organize deliverables and team responsibilities.

• Converting a won deal into a project
• Assigning tasks and setting deadlines
• Using project templates

Billing & Finance

Generate invoices and track revenue.

• Generating an invoice from project hours
• Setting up recurring billing
• Connecting your payment gateway