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Welcome to the ZeyOS Handbook

This handbook is the practical guide for working in ZeyOS. It is written for end users, team leads, and administrators who need a clear reference for day-to-day work and platform setup.

Start Here by Role​

Everyday usersBegin with General Concepts, then move to the modules you use most often.Start with the basics Team leadsAlso review Projects & Tasks, Messages & Mailing Lists, and Opportunities & Campaigns.Coordinate your team AdministratorsRead Administration and Control Center early to set up the platform.Set up the platform

How to Use This Handbook​

Browse by category below, or use the sidebar to navigate. The handbook is organized as follows:

Getting Started​

General ConceptsLearn the fundamentals of the ZeyOS user interface, including navigation, filtering, communication via Mindlog, tags and categories, associations, permissions, and status management.

Administration​

AdministrationManage users, groups, and subscription data.Control CenterConfigure integrations, defaults, security, custom fields, units, and advanced tools.

Core Modules​

Contacts & AccountsManage people, companies, and commercial master data.Messages & Mailing ListsWork with inboxes, templates, and bulk communications.Notes, Calendar & DocumentsOrganize appointments, notes, files, and links.Projects & TasksCoordinate work, tickets, and project delivery.

Finance & Operations​

Billing & FinanceHandle sales documents, procurement, payments, contracts, and related finance workflows.Inventory & ProductsMaintain items, stock, price lists, coupons, and production-related data.

Sales & Marketing​

Opportunities & CampaignsTrack pipeline activity and campaign execution.

Recommended Learning Path​

ZeyOS combines CRM, ERP, communication, and operational tracking in one connected workspace. Records can be linked across modules, which means the most useful reading pattern is usually:

  1. 1Understand the general interface concepts.
  2. 2Learn the module where the work begins.
  3. 3Follow the related topics at the end of each article to see how the workflow continues in other modules.
Help & Support

If you need further assistance, please contact your system administrator.

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