Documentation
Official product guide and step-by-step walkthrough for Unificar.
Product guide
Pages, shell, and features — what each part of the app does.
- Glossary
Unificar terms mapped to what the product actually does today.
- Team onboarding checklist
Ramp a new Unificar team using features that already ship — company, people, routing, templates, and the daily loop.
- Around the app
Navigation, search, notifications, language, and keyboard shortcuts.
- Dashboard
Team KPIs, click-throughs, and recent activity — home via the logo.
- Sign in & accounts
Login, register, invites, and password reset.
- My Day
Daily dashboard — who to call, tasks, appointments, and inbox.
- People & lists
Collections, smart lists, filters, bulk actions, and creating people.
- Person record
Profile, timeline composer, deals/tasks rail, and relationships.
- Inbox & Tasks
Attention queue for new leads and your open task list.
- Calendar & Deals
Week view appointments and the deals pipeline board.
- Ponds, Activity & Reporting
Shared lead pools, team feed, and date-range KPIs.
- Settings & Admin
Personal notification prefs and the full admin suite.
Walkthrough
From signing in to running the team, in order.
- Session 1 — Sign in
Open the app and log in with the demo team (or your account).
- Session 2 — Start on My Day
Open My Day and use the Getting started checklist.
- Session 3 — Open a person
Find a contact in People and open their record.
- Session 4 — Log activity
Add a note and log a call with an outcome on a person.
- Session 5 — Work tasks & inbox
Complete a task and clear or claim an inbox lead.
- Session 6 — Calendar & deals
Schedule an appointment and move a deal on the board.
- Session 7 — Team tools (admin)
Invites, templates, lead flow, and where import / API keys live.