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Getting Started

How card payments work in Chorum POS Getting Started with Chorum Inviting Team Members Navigating the Dashboard Setting Up Your Organisation

Contacts & Companies

Managing CRM Contacts Working with Companies Contact Tags and Segments

Deals & Pipeline

Deal Pipeline Overview Creating and Managing Deals Contracts and Signing

Email Integration

Connecting Microsoft 365 Email Templates

Settings & Configuration

Setting Up Microsoft 365 SSO User Roles and Permissions Security Settings

Helpdesk

Assets & CMDB Customer Onboarding Discovery Questionnaire Helpdesk Projects Service Catalog Alerts & Security Operations (SOC/NOC)
View all 15 articles Major Incidents Problems & Known Errors Changes & CAB Continuous Improvement Service Level Agreements (SLAs) Credential Vault Runbooks Risk Register Creating a Support Ticket Helpdesk Automations

Billing & Payments

Understanding Billing Plans

API & Integrations

REST API Authentication FreeAgent Integration

Marketing

Getting started with Marketing Setting up your brand kit Sender domains and email deliverability Mailing lists and subscribers Sending an email broadcast
View all 24 articles Marketing email templates Running a campaign Scheduling social media posts Forms and lead capture Landing pages Marketing automations and drip sequences Using the SEO tools Content ideas: Opportunities and News Marketing reports and ROI Connecting web analytics Google Analytics 4: connect your GA4 property Google Search Console: connect your verified site Bing Webmaster Tools: connect your verified site Microsoft Clarity: register your project LinkedIn Lead Gen Forms Meta (Facebook and Instagram) Lead Ads Connecting Claude and other AI assistants to Marketing Your personal AI connection Per-customer AI keys for agencies

Integration Walkthroughs

Azure DevOps integration Create a GitHub App (single repository) Microsoft 365 (unified) integration Action1 (RMM / patching) SentinelOne (EDR)
View all 11 articles TP-Link Omada (network) Microsoft Intune (legacy) Microsoft Entra ID (legacy) GitHub DevOps integration TP-Link Omada: webhook setup Microsoft 365 (unified): setup

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