Guides in Lime CRM

About Lime CRM Email & calendar Get started Lime Forms Lime Marketing Project start Lime CRM Tips & Tricks Troubleshooting Users
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About Lime CRM

How do I make an import?
Why can’t I see the Campaigns tab?
Create and use views
Create and use selection
Hide and show tabs
Add a category to an option field
How do I lock field or card for selected users?
How do I change the logo in Lime CRM?
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Email & calendar

Save email in Lime
Display your inbox and calendar in Lime
All about mass mailings
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Get started

Communicate with your colleagues about deals and clients
Install and update Lime on your computer
How do I create new companies and persons?
Create a history note
Create a to do list
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Lime Forms

General Settings
Submissions
What is a web component?
Appearance and Styling
Forms – Lime-CRM Integration documentation
What is a Condition?
Actions in Lime Forms – General settings
Field types
Build your form – Steps
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Lime Marketing

How do I use and customize social media cards?
What do different words and expressions mean?
What does opt-in and opt-out mean?
How do I send a test send out?
How do I schedule an email send out?
How do I change my password?
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Project start Lime CRM

Create the best possible project group
Project start – Welcome to Lime CRM!
Step 1. Your business and organisation
Step 2. Company
Step 3. Person
Step 4. Sales/projects
Step 5. History / To-dos / Documents
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Tips & Tricks

I want icons for two different databases, how do I solve that?
Shortcuts in Lime
How to search the CRM database
Add Lime to autostart
Connect participants to a marketing activity
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Troubleshooting

I can’t see my action pad, how do I fix it?
Error message Out of memory, Unexpected critical error or Class not registered – how do I fix it?
My Lime will not start
I cannot log in
The filter in a relation tab doesn’t show a result, how do I solve this?
Nothing comes up when I search
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Users

How do I add the same participant from an existing campaign to another?
How to create a new password for your colleague?
Add and deactivate users