Learn Mokapen

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Get started with Mokapen Organizations and access User roles and permissions
Overview Access and permissions Information Closing Days Locations Activity log Use cases FAQ
Overview Access and permissions Users tab Invite users User statuses User card Teams tab Create team Team card Plan limits Use cases FAQ
Overview Access and permissions Settings Enable all applications Applications Plan limits Use cases FAQ
Overview Access and permissions Public mode Private mode Stakeholders Team Master Switching modes Who can change what Use cases FAQ
Overview Access and permissions Import Prepare the file Match fields Special fields Manage duplicates Clean data Import History Export Use cases Common issues FAQ
Overview Project Task card Related sections Create Task Edit Task Delete Task Archive Task Views Settings Report
Overview Project card Workarea Related sections Create Project Edit Project Delete Project Archive Project Clone Project Views Settings Report
Overview List page Appointment card Related sections Create Appointment Edit appointment Delete appointment Archive Appointment Clone Appointment Views Settings Report
Bookings
Overview List page Contact card Related sections Create Contact Edit Contact Delete Contact Archive Contact Clone Contact Settings
Overview List page Company card Contacts tab Related sections Create Company Edit Company Delete Company Archive Company Clone Company Settings
Campaigns Forms
Find contacts
Overview Kanban and pipeline Deal card Connections Create Deal Edit Deal Delete Deal Archive Deal Clone Deal Views Settings Report
Overview List page Views Quote card Quote Code Items Templates Preview and send Online acceptance Syncronization Create Quote Edit Quote Delete Quote Archive Quote Clone Quote From quote to order Pipeline & statuses Settings Report
Overview List page Order card Order Code Items Templates Preview and send Syncronization Create Order Edit Order Delete Order Archive Order Clone Order From quote / deal Settings Report
Overview Service list Service card Record tabs Create Service Edit Service Delete Service Archive Service Clone Service Settings Report
Overview Product list Product card Record tabs Create Product Edit Product Delete Product Archive Product Clone Product Settings Report
Overview Entry channels Ticket card Messages Create Ticket Edit Ticket Delete Ticket Archive Ticket Clone Ticket Views Settings Report
Customer Portal
Documents Notes
Shifts Presences
Overview
Google CalendarGoogle Calendar Microsoft Outlook CalendarMicrosoft Outlook Calendar
Google ContactsGoogle Contacts Microsoft Outlook ContactsMicrosoft Outlook Contacts Dati SocietariDati Societari
Google DriveGoogle Drive OneDriveOneDrive
MailerLiteMailerLite MailChimpMailChimp
Google AdsGoogle Ads Facebook AdsFacebook Ads
Fatture in CloudFatture in Cloud
SMSSMS WhatsApp BusinessWhatsApp Business
Overview Core concepts Role in the CRM Use cases Access and permissions List page Triggers overview Event Planned Configure trigger Flow editor Actions Conditions Variables Integration actions Flow testing Execution logs Common issues Form automations Recommended processes Practical examples FAQ
Checklist Updates Connections Time tracking Tags Attachments
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Introduction

Get started with Mokapen
Organizations and access
User roles and permissions

Organization settings

General
Users & Teams
Security
Applications
Import / Export

Activities

Tasks
Projects
Appointments

Contacts

Contacts
Companies

Sales

Deals
Quotes
Orders
Services
Products

Support

Ticket

Common features

Checklist
Updates
Connections
Time tracking
Tags
Attachments

App Integrations

Overview
Google Calendar
Google Calendar
Google Contacts
Google Contacts
Google Drive
Google Drive
Microsoft Outlook Calendar
Microsoft Outlook Calendar
Microsoft Outlook Contacts
Microsoft Outlook Contacts
OneDrive
OneDrive
MailerLite
MailerLite
MailChimp
MailChimp
Fatture in Cloud
Fatture in Cloud
SMS
SMS
WhatsApp Business
WhatsApp Business
Dati Societari
Dati Societari
Google Ads
Google Ads
Facebook Ads
Facebook Ads

Automations

Automations
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