How the Sold Jobs Pipeline works — from deposit to final payment, alerts, and everything in between.
How to connect CxC with Zapier and other external tools to automate your workflows.
How calls work in CxC — internal team calls, VOIP dial-in setup, and when to use each.
How to set up your workspace, manage team members, assign roles, and keep your team organized as you grow.
How job channels are created, who's in them, how they move through the job lifecycle, and where everything goes when the job is done.
How public channels, private channels, direct messages, and group chats work in CxC — and when to use each one.
How CxC charges work — seat types, pricing, your monthly subscription, proration, and how to manage your payment method and invoices.
How CxC connects to your CRM, what syncs in both directions, and how to manage your integrations.
