Learn Mokapen

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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 Role in the CRM Use cases Access and permissions Create an application Templates Settings Kanban and pipeline Card 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 Access and permissions Settings Search Save to CRM Enrich companies Find people Find from file Credit Use cases FAQ
Overview Source KPI Adsets Access and permissions Integrations List page Leads Report Use cases FAQ
Overview Access and permissions List page Post Publish to Authors Comments Report Use cases FAQ
Overview Access and permissions List page New form Content Options Success page Share Automation Recommended processes Use cases Practical examples FAQ
Overview Access and permissions List page New booking page Host assignment Calendar Video conference Share Appointments Recommended processes Use cases Practical examples FAQ
Overview Access and permissions List page New booking page Catalog Share Bookings Recommended processes Use cases Practical examples FAQ
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
Overview New Applications Users Tickets Orders
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 Views Group by Settings
Overview Email Microsoft 365 Gmail Outlook.com
Google CalendarGoogle Calendar Microsoft Outlook CalendarMicrosoft Outlook Calendar
Google ContactsGoogle Contacts Microsoft Outlook ContactsMicrosoft Outlook Contacts Dati SocietariDati Societari
Google DriveGoogle Drive OneDriveOneDrive
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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
Overview Core concepts Sequences vs workflows Role in the CRM Use cases Access and permissions List page Audience and trigger Launch Sender pool (SMTP) Flow editor Actions Enrollment motor Exit rules Email tracking (opens, clicks, replies) Enrollments and logs Common issues Recommended processes Practical examples FAQ
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Overview Views Visibility Charts
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First steps

Mokapen · Operational guide

How to get started well.

A sequence to get going on your own, in about 15–20 minutes: set up the space, pick a goal, create the first card. By goals, not by menus. If you prefer to have the space prepared for you, in Mokapen you can use Configure with AI after creating the organization.

First of all: 3 steps

These three steps apply to everyone. Then choose what to do.

1

Organization and account

Create (or join) the workspace where data and team will live. Each organization is a closed environment.

Open the guide →

2

Who signs in and what they see

Assign roles and understand visibility: who sees which cards in list, kanban and reports.

Roles and permissions →Data visibility →

3

Modules to use

In Applications turn on only what you need now (Tasks, Address book, Sales, Tickets…). The rest can wait.

Applications →

Then choose what to do

Follow the order or jump to the goal that interests you. One real card is enough to understand Mokapen.

01Activities

Organize the work

Tasks and projects instead of spreadsheets and chat. Title, owner, due date.

Tasks (Kanban, list, calendar)Projects and workareas
02Address book

Contacts and clients

People and companies to link to tasks, deals and tickets.

ContactsCompaniesFind Leads
03Sales

Follow deals

Pipeline and quotes. Taxes, discounts and catalog come later.

Deals in pipelineQuotes
04Support

Assist clients

Tracked requests linked to the same contact.

Tickets and helpdesk

Later, if you need it

Do not get stuck here on day one. When the space is running, go deeper.

FieldsImport and exportCalendarData visibilityConnectionsFind LeadsAll guides

Start here

Create the first card.

Open Tasks or Contacts, enter a real case from your work and link it. Then come back to the module guides when you need a detail.

Tasks guideContacts guideContact support

Start working saving time.

or
Book a demo

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