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CRM Setup

Fields, layouts, saved views, imports, duplicates, and permissions.

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Getting Started Set up the workspace, understand the dashboard, and start useful work. 10 guides
Invoices Invoice creation, sending, status, reminders, and collection. 8 guides
AI Workflows AI-prepared drafts, review queues, approvals, and safe publishing. 6 guides
Customer 360 Customer history, activity, timeline, notes, tasks, money, and plugin data. 8 guides
Visual Editor Visual editing for page and canvas motion. 7 guides
Domains Domains, redirects, DNS checks, and SSL status. 6 guides
AI-Native Web 1 guides
Journeys Automated customer journeys and event-triggered follow-up. 6 guides
Broadcasts One-time email sends, scheduling, reports, and delivery checks. 3 guides
CRM Setup Fields, layouts, saved views, imports, duplicates, and permissions. 7 guides
Workspace & Chat Use the workspace home, quick actions, and Faster AI chat. 5 guides
Analytics Analytics tracking, SEO health, campaign reporting, and search signals. 6 guides
Animation 1 guides
Faster Money Money dashboard, AR analytics, AP bills, outbox, payouts, and payment runs. 13 guides
Newsletters Newsletter templates, content, audiences, and review. 5 guides
Pipeline Opportunities, companies, stages, and revenue follow-up. 4 guides
Quotes Quotes, approval, acceptance, and conversion to invoices. 5 guides
Website Pages, navigation, SEO, forms, publishing, and domains. 18 guides
Content URLs Nested content URLs for help guides and structured CMS content. 3 guides
Inbox Mailbox connection, customer email context, and thread review. 4 guides
Forms Lead capture forms, submissions, tracking, and follow-up. 8 guides
Case Study 1 guides
Sequences Email and outreach sequences for repeatable follow-up. 4 guides
Bill Pay Bills, vendor payments, payment runs, and review steps. 4 guides
Team & Roles Teammates, roles, access, and admin responsibilities. 4 guides
Events & Deliveries Engagement events, email deliveries, bounces, and recipient activity. 4 guides
Integrations Connected services, mailboxes, social accounts, analytics, and plugin integrations. 4 guides
Customers Customer 360, CRM records, activities, pipeline, inbox, and follow-up. 27 guides
Design Systems 1 guides
Audience Audiences, lists, contact preferences, and recipient targeting. 10 guides
Engineering 2 guides
Engagement Journeys, broadcasts, newsletters, delivery reports, and follow-up. 22 guides
Payments Quotes, invoices, customer portal links, bill pay, payouts, and payment status. 33 guides
Faster Motion 1 guides
Bookings Services, staff, availability, events, deposits, intake, and follow-up. 15 guides
Commerce Products, checkout, orders, inventory, shipping, tax, and refunds. 12 guides
Courses Courses, lessons, media, enrollment, progress, certificates, and Q&A. 12 guides
Webinars Webinars, schedules, registration, reminders, replay, chat, and attendance. 12 guides
Marketing Campaign planning, templates, approvals, and reporting. 6 guides
Posts & Social Social channels, posts, blog content, approval, scheduling, and analytics. 11 guides
Workflows Work queues, approvals, tasks, handoffs, and review flows. 18 guides
Memberships Member access, tiers, gated content, renewals, and cancellations. 9 guides
Motion Page motion, canvas visuals, reusable motion moments, and previews. 12 guides
Plugins Plugin marketplace, plugin settings, plugin data, and page components. 13 guides
Settings Workspace settings, content URLs, team, integrations, billing, analytics, and domains. 28 guides
Account & Admin Accounts, teams, roles, billing basics, and daily admin. 6 guides
Help Public help guides for using Faster. 285 guides

Guides

Guides in CRM Setup

Configure CRM fields and layouts
Set up CRM with Faster AI
Use the customer command menu
Find and merge duplicate records
Import or add contacts
Use saved customer views
Import or add contacts