The onboarding module for espocrm provides several functionalities to help users get familiar with the system and understand the business processes associated with each screen. With this module, you can:
- Set descriptions for each screen in the system, including descriptions of the company’s business processes related to that screen.
- Support a role-based model by providing different process descriptions for each role.
- Create an interactive tour that highlights the most significant elements on the screen.
- Ideal for documenting system settings.
The module is built on internal system objects, fully integrated into the system, and can be configured according to your company’s processes.
