Signing in and finding your way around

This guide walks you through your first few minutes in ClickHQ: signing in, getting your bearings, and customising your workspace.

Sign in

1. Open your tenant URL, for example https://yourcompany.clickhq.co.uk.
2. Enter your email address and password, then click Sign in.
3. If you've forgotten your password, click Reset password and follow the emailed link.

The main navigation

The left-hand sidebar groups the app into the following areas:

• Sales — quotes, opportunities and the pipeline.
• Invoicing — invoices, credit notes, payments and templates.
• Contacts and Companies — your records.
• Processes — repeatable workflows.
• Reporting — saved reports and dashboards.
• Settings — users, permissions and integrations.

Personalising your dashboard

Your dashboard is built from widgets you can rearrange and resize. To change it, click Edit dashboard in the top-right of the home page, drag widgets into place, then click Save.

Where to go next

• Create a quote
• Log an activity against a contact