Support

Help & Resources

Access documentation, tutorials, and help resources.

Beginner3 min read

/settings/help

Overview

Access documentation, tutorials, and help resources.

Step 1: Navigate to Settings

Click the Settings icon in the sidebar to access the Settings module. Then select Help & Resources from the left menu.

Help & Resources

Help & Resources interface

Key Features

  • Easy configuration - Intuitive interface for quick setup
  • Real-time updates - Changes apply immediately
  • Role-based access - Control who can modify settings

Tips

  • Review settings regularly to ensure they match your needs
  • Use the search function to quickly find specific settings
  • Contact support if you need help with configuration

Keep reading

  • Support Tickets

    Create and track support tickets for technical assistance.

  • Scoring

    Give every lead, contact, and deal a 0-100 score from rules you define. Build rule-based score configurations, set point-earning conditions, and the total fills the Score column on your Leads, Contacts, and Deals boards.

  • Sequences

    Automated, multi-step follow-ups AI writes for you across Email, SMS, LinkedIn, and AI Call. Describe a goal and Darwin builds the whole flow; manage, preview, edit, and activate from one place.

More ways to get help

These guides are the same ones that sit inside the app’s help center, next to the screens they describe. If you prefer to watch, the Marketing Titan Academy has short video courses recorded in the product. Signed in, you can also ask Darwin, the built-in assistant, to explain a screen or do the step for you. If something is not covered here, contact us and a person will answer.

Try it yourself

Every guide here describes the live product.

Start free and follow along: every core module, unlimited users, no card required.