Help Center

Introduction

Welcome to Dopia — what it is, why it works differently from the CRM you have used before, and what this chapter will teach you.

A tour of Dopia

Where everything lives — the message box in the middle, the two panels on the right that carry your day, and the sidebar that holds the rest.

The assistant that acts as you

The message box on Home is an agent carrying your own identity — what you can hand it, how you decide what it may touch, and how it works inside your browser.

Where you stand, and what needs you

The panel on Home that carries your number and everything asking for your attention — one place to look instead of a pipeline you have to go inspect.

Routines: the work you never ask for

The jobs your assistant does without being asked — the two that are always on, the ones you write yourself, and how to read what each run did.

Companies, contacts and deals

The three tables your CRM is made of, the typed fields on them, the memory behind every record, and how the shape changes when you need it to.

Why Dopia needs your email and calendar

A revenue engine cannot run on what you remember to type. Your mailbox and calendar are where selling actually happens — this is what connecting them buys.

Where your revenue number comes from

Conversations tell Dopia what is happening; only your billing system knows what landed. What connecting Stripe changes — and the renewals it puts on your desk.

Dopia glossary

Plain-language definitions of the terms used across Dopia — and what each one maps to on screen.