Learn Mokapen

Main menu
Introduction
Overview Access and permissions Information FAQ
Closing Days Locations Activity log
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 Document Email SMS WhatsApp Quote Order Variables Use cases FAQ
Fields Card List & Columns Charts
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
Overview List page Booking card Related sections Create Booking Edit booking Delete booking Archive Booking Clone Booking Views Settings Report
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
Overview Source KPI Adsets Access and permissions Integrations List page Leads Report Use cases FAQ
Forms
Find Leads
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
Currency Taxes Discounts Shipping
Overview Entry channels Ticket card Messages Create Ticket Edit Ticket Delete Ticket Archive Ticket Clone Ticket Views Settings Report
Customer Portal
Overview List page Document card Create Document Preview and download Archive Document Settings
Notes
Overview User powers Views Shift card New Shift Plan shifts Settings Report
Overview User powers Views Presence card Register presence Plan presences Settings Report
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 MailerLite CampaignsMailerLite Campaigns MailChimpMailChimp MailChimp CampaignsMailChimp Campaigns ActiveCampaign CampaignsActiveCampaign Campaigns Zoho CampaignsZoho Campaigns
Google AdsGoogle Ads Facebook AdsFacebook Ads LinkedIn AdsLinkedIn Ads
Fatture in CloudFatture in Cloud
ShopifyShopify WooCommerceWooCommerce
SMSSMS WhatsApp BusinessWhatsApp Business
FirefliesFireflies FathomFathom MeetGeekMeetGeek tl;dvtl;dv GrainGrain Read.aiRead.ai
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
Closing Days
Locations
Activity log
Users & Teams
Security
Applications
Import / Export
Templates
Fields
Card
List & Columns
Charts

Activities

Tasks
Projects
Appointments
Bookings

Contacts

Contacts
Companies

Marketing

Campaigns

Sales

Deals
Quotes
Orders
Services
Products
Currency
Taxes
Discounts
Shipping

Support

Ticket

Docs

Documents

Human Resources

Shifts
Presences

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
MailerLite Campaigns
MailerLite Campaigns
MailChimp
MailChimp
MailChimp Campaigns
MailChimp Campaigns
ActiveCampaign Campaigns
ActiveCampaign Campaigns
Zoho Campaigns
Zoho Campaigns
Fatture in Cloud
Fatture in Cloud
Shopify
Shopify
WooCommerce
WooCommerce
SMS
SMS
WhatsApp Business
WhatsApp Business
Dati Societari
Dati Societari
Google Ads
Google Ads
Facebook Ads
Facebook Ads

Automations

Automations
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