CRM learning resource: learning paths | Fireberry

Building pages

Build and customize pages for your different users and objects. Use the form component to add and edit fields.

Defining components

Customize your pages using the different page components, set when each component will be displayed with conditional visibility, and use the object studio to manage your pages.

Managing users and roles

Create and manage system user roles to set up custom access and permissions for all your users.

Advanced actions and tools

Maximize your work with Fireberry with advanced tools such as bulk edit, bulk delete, import, and export.

Subscriptions and billing

Learn how to manage and update all your subscriptions and billing details. Upgrade your license, change your payment plan, and more.

Dashboards

Create and customize dashboards using the different widgets to display and analyze your data and make informed business decisions.

Record management

Use advanced record management options to optimize your daily work. Get notified about tracked records and fields, allocate records with a click, and merge any duplicates.

Security

Start implementing the different security settings provided by Fireberry to add extra layers of security to your system.