360 Good CRM Help
Quick guidance for the most common CRM workflows.
Account access
Use Forgot Password from the login screen. Open only the newest recovery email and complete it in the same browser.
Customers and estimates
Create a customer while preparing an estimate, then review, sign, and deliver the secure customer link.
Contracts & E-Sign
Upload a PDF, add each required field to its correct signer, send the secure link, and download the final signed PDF after completion.
Invoices and payments
Deliver the invoice to the customer. When online payments are enabled for the company, the secure page displays credit and debit card checkout.
Company settings
Owners and admins manage branding, documents, team access, financing, integrations, notifications, and billing from Settings.