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37 lines
1.2 KiB
Plaintext
37 lines
1.2 KiB
Plaintext
---
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title: User Guide
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displayed_sidebar: userSidebar
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sidebar_class_name: hidden
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sidebar_position: 0
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sidebar_custom_props:
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icon: TbUsers
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isSidebarRoot: true
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---
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# Welcome to Twenty's User Guide
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The purpose of this user guide is to help you learn how you can use Twenty to build the CRM you want.
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This quick-start guide walks you through the basics.
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## Quick Search
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You'll see a search bar at the top of your sidebar. You can also bring up the command bar with the `cmd`/`ctrl` + `k` shortcut to navigate through your workspace, and find people, companies, notes, and more.
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The command bar also supports other shortcuts for navigation.
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## Create Pre-filtered Views
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Twenty allows you to add filters to see data that meets certain criteria and hides the rest.
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To create a filter in your workspace, click Filter at the top right and select the attribute you'd like to filter your records by. Create your filter and then save changes in a new view by clicking `+ Create view`.
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The filtered view is now available to your whole team.
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## Add Stages For Opportunities
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You can also add more stages to the opportunities board.
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On the Opportunities page, click on Options, Stages, then `+ Add Stage`.
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You can also edit the stage by clicking on the name. |