loftCRM
Step 1 of 6 · 1 min

Sign in

What you will learn

  • What Home lists
  • How to search
  • What every record header shows
  • What each workspace contains

What you need

  • A demo workspace sign-in (any role)

Open the demo workspace and choose a role on the sign-in screen. This tour uses Customer operations.

Each role sees the same records. The role decides which work is listed for you and which changes you can make.

Step 2 of 6 · 2 min

Home

your-workspace/#/home
Home: active impact, search, and work waiting for you.
Home: active impact, search, and work waiting for you.
  1. The banner shows the active impact: its ID, description, affected services and customers, and start time. Open impact opens it.
  2. Waiting on you now lists open work for your role with counts: customer messages past the reply target, senders to verify, unassigned cases, customer replies on your cases, your open cases, impacts in progress and requests waiting for your approval.

Each line opens the matching list.

Tip

/ moves to the search box from any screen.

Step 3 of 6 · 2 min

Search

The search box covers customers, contacts, services, circuits, cases and requests. Enter a name, phone number, circuit ID (UG-KLA-LL-0655) or record ID (CASE-07797).

Find any customer, service or circuit
video · 17 s

Results are grouped by record type. Customers show ID, segment, region and account manager. Contacts show organisation, role and email.

Step 4 of 6 · 2 min

Record headers

A record's header shows who owns it, what it is waiting on and what to do next.

your-workspace/#/customer?id=CUS-00142
Customer record for the Ministry of Health.
Customer record for the Ministry of Health.

A customer header shows active services, current impacts, open requests and cases, and contract value, followed by Needs attention now and the account's next step.

your-workspace/#/request?id=REQ-03314
Request REQ-03314.
Request REQ-03314.

A request header shows current stage, accountable owner, blocker, next action and external references.

Step 5 of 6 · 2 min

Workspaces

Workspace Sections
My work Overview, tasks, approvals, calendar, exceptions
Customers All customers, contacts, account portfolio, onboarding
Services Subscriptions, requests, delivery, projects, dependencies; impacts, operational issues, SLA, coverage
Support Cases, inbox, calls, knowledge
Engagement Campaigns, forms, audiences, templates, communications
Commercial Contracts, transactions, renewals
Insights Dashboards, report library, schedules, measure definitions
Administration Administration centre, automations, channels, connectors

Sidebar counts show open items; a red dot marks overdue items.

Step 6 of 6 · 1 min

Next guides