Knowledge base

General

5 articles
Knowledgebase Portal The Knowledge Base is a white-labelled, searchable documentation portal that lets your team author, organize, and publish internal knowledge articles. Create structured documents in a rich editor with AI assistance, organize them by category, and make them discoverable to your team through a branded, searchable home landing. Leads User Guide The Leads feature gives you a visual kanban board to organize all your prospects by pipeline stage. Drag cards between columns to move leads forward, customize what information appears on each card, and save your view preferences automatically. Discounts User Guide The discounts feature enables you to create, manage, and apply percentage or fixed-amount discounts to deals and transactions. Discounts can be configured with activation rules, validity periods, and usage limits, then applied during deal creation or modification. The feature integrates with the deal pipeline and reporting systems to track discount impact on revenue. Pipelines User Guide Pipelines are customizable workflow stages that organize your deals, candidates, customers, or any other items you track. Create multiple pipelines for different business processes (Sales, Hiring, Onboarding), customize stage names and colors, and drag items between stages to move them through your workflow. Each pipeline has its own set of stages and custom labels. Meeting Scheduler User Guide The Meeting Scheduler is a capability within ElloCharlie that streamlines the process of coordinating and booking meetings. Instead of exchanging multiple emails to find a time that works for everyone, you can create meeting availability slots, share them with attendees, and let them book directly. The scheduler handles the back-and-forth coordination automatically — no manual scheduling required.