Tasks — from workspace to sprint
Run one piece of work end to end: pick a workspace, open its board, create a task with a priority, then start the sprint and read its burndown.
Training videos
Short, narrated walkthroughs that take one job from start to finish in the product — the same clicks, in the same order, that you will make yourself.
Pipeline (CRM) — from your first lead to a confirmed orderצינור המכירות (CRM) — מהליד הראשון להזמנה מאושרת
The onboarding walkthrough for a brand-new customer: what a pipeline, a lead and a deal are, the organizations, contacts and products behind them, then creating your first lead, deal and quote, moving it along the board, turning it into a confirmed sales order — and the reports and notifications that follow.
Also recorded in Hebrew — email support@panluma.ai for the link.
Accounting — your books, without the jargon
The onboarding walkthrough for a business owner who is not an accountant: what an invoice, a bill, a receipt and a payment are, sending your first invoice and recording the money against it, letting a shipped order invoice itself, scanning a supplier bill and paying it, reconciling the bank, and the three questions the reports actually answer — plus, once, what your accountant will want and where it already is.
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