CRM · Foundational · 18 min · 3 lessons
CRM Foundations
Build a clean account, contact and activity model for your team.
Model companies and people correctlyApply practical data-quality rules
CRM · Intermediate · 22 min · 3 lessons
Sales Execution
Run a consistent opportunity process from qualification to revenue.
Qualify opportunities with evidenceBuild product-backed deal value
CRM · Intermediate · 20 min · 3 lessons
Service Excellence
Turn incoming issues into owned, measurable customer outcomes.
Triage cases consistentlyPrevent service-level breaches
Business Data · Advanced · 28 min · 3 lessons
Customer Data & Identity
Unify fragmented customer signals into governed golden profiles.
Design deterministic match rulesExplain confidence and source lineage
Administration · Advanced · 26 min · 3 lessons
Automation Architect
Design safe automations across records and related objects.
Translate a process into trigger, criteria and actionUse relationship paths safely
Business Data · Intermediate · 24 min · 4 lessons
Data Migration & Quality
Move operational data into SupaChrome with dependable mapping, deduplication and validation.
Prepare import-ready source filesMap standard and custom fields
Administration · Advanced · 32 min · 4 lessons
Integration Engineering
Connect websites, apps, SFTP bridges and automation platforms to SupaChrome safely.
Create and govern integration sourcesSend validated custom-object records and relationships
Business Data · Intermediate · 25 min · 4 lessons
Reports & Forecasting
Turn live CRM records into defensible operating metrics and revenue forecasts.
Define metrics with consistent filtersRead pipeline and service trends
Administration · Advanced · 30 min · 5 lessons
Industry CRM Builder
Adapt SupaChrome to gyms, sports clubs, services, retail and other operating models.
Translate business nouns into objectsDesign lookup relationships and required fields
Commerce & POS · Intermediate · 22 min · 6 lessons
Launch a SupaCommerce Store
Build a storefront from your existing BU products and connect verified checkout.
Create a rule-based store draftControl its visible catalog and shared channel stock
Commerce & POS · Intermediate · 28 min · 9 lessons
Orders, Channels & Stock
Connect products, customers, locations and financial outcomes in one order record.
Create a channel and set location-level stockRecord an order and see its product cost and margin
Administration · Intermediate · 25 min · 12 lessons
Preferences, Content & Service
Protect marketing preferences, reuse approved content and respond to cases on time.
Manage subscribers without deleting customersReuse a BU image or HTML snippet
Marketing · Intermediate · 25 min · 4 lessons
Audiences & Segmentation
Build reusable audiences from customer records and their relationships.
Translate a business brief into precise criteriaUse related records without multiplying recipients
Marketing · Intermediate · 30 min · 18 lessons
Email Design & Personalization
Design responsive emails with images, clear calls to action and useful personalization.
Build and reorder visual blocksUpload images and preview changes live
Marketing · Advanced · 35 min · 24 lessons
Send Flows & Recurring Schedules
Build reliable follow-ups with engagement windows, waits and recurring audiences.
Connect and validate email pathsDistinguish a wait from an engagement window
Marketing · Advanced · 28 min · 4 lessons
Email Measurement & Deliverability
Read campaign email results, diagnose missing opens and respect unsubscribe choices.
Trace email activity to campaignsExplain unique opens and tracked clicks
Marketing · Intermediate · 22 min · 3 lessons
Personalized Automations & Trial Governance
Create record-aware follow-ups and operate a focused, safe practice org.
Personalize tasks from the triggering recordChoose live targeting or stored audience snapshots
SupaGent AI · Intermediate · 24 min · 8 lessons
SupaGent AI & Governed Actions
Use the BU assistant, verified customer actions and safe lookup formulas.
Prepare and confirm a SupaGent workspace actionConfigure an agent case lookup and Event Hub rule
CRM · Intermediate · 27 min · 7 lessons
Connected Records, Service & Live Chat
Keep order choices relevant, make service history visible and respond to customers in real time.
Choose a contact and channel before order linesConfigure and verify a relationship filter
Marketing · Intermediate · 25 min · 3 lessons
Pages & Email Code Workshop
Build a small branded page, use safe email HTML and connect customer actions.
Write and preview a responsive pageMap a form to an object
Marketing · Intermediate · 25 min · 4 lessons
Pages, Forms & Dashboards
Publish simple pages, collect form records and put useful reports on your dashboard.
Find and edit each public marketing setting separatelyPublish or delete a custom page and connect an email button
Administration · Intermediate · 30 min · 5 lessons
Playbooks, Triggers & Data Trust
Prepare useful journeys, inspect their paths and repair data issues before sending.
Prepare and review a business playbookChoose schedule, audience or API entry
Administration · Intermediate · 20 min · 4 lessons
MCP Server & BU Access
Connect an external AI client to one business unit with scoped tools, approval and audit.
Identify which BU an OAuth connection can accessGrant only needed scopes and understand role checks
Commerce & POS · Intermediate · 18 min · 3 lessons
Coupon Redemption & Claims
Track assigned codes through delivery, a real sale, and claim reporting.
Distinguish assignment from a claimSubmit one authenticated redemption event safely
Administration · Intermediate · 20 min · 2 lessons
Website Tracking & Abandoned Browse
Collect consented product views and build an identified SKU audience without including buyers.
Install an origin-restricted browser snippetLink a visitor to a Contact from a trusted server
Administration · Advanced · 30 min · 5 lessons
Data Quality, Approvals & Business Rules
Review data issues and sensitive actions, route business events, and calculate derived values.
Fix or safely ignore a data-quality issueReview an activation in the BU approval inbox
Administration · Intermediate · 24 min · 6 lessons
Business Launch Kits, Revenue Radar & Scenario Preview
Prepare a reviewed campaign, follow up on missed opportunities and model an audience outcome.
Prepare a draft kit and review its assetsCreate one follow-up task from a live revenue finding
Administration · Foundational · 22 min · 5 lessons
Daily Work & Customer Space
Find the right record, review list edits, coordinate checklists and open a private customer portal.
Use the global quick actions and searchReview edits in a personal object view
CRM · Foundational · 20 min · 3 lessons
Linked Records & Bookings
Move from dashboard summaries to real records, follow relationships and configure a customer booking page.
Open a specific Deal or Task from DashboardFollow native and configured custom relationships
SupaGent AI · Intermediate · 24 min · 3 lessons
SupaGent Website Chat & Handoff
Deploy chat on pages, verify account identity and let an available teammate take over.
Deploy an agent to a published Page or external siteDistinguish a typed name or email from verified account identity
Administration · Intermediate · 25 min · 4 lessons
Data Tables, Subscriber Keys & Sequences
Use a primary key to update rows and map a safe identity for email sends.
Distinguish Data Tables from CRM custom objectsConfigure a unique primary key and send mapping
People & Payroll · Intermediate · 22 min · 2 lessons
SupaPeople Time & Pay
Configure practical time, support and percentage pay rules, then review a monthly statement.
Use the work calendar to check leave, holidays and logged shiftsApply business-defined country pay rules and employee contribution elections
People & Payroll · Foundational · 12 min · 2 lessons
Employee Portal & Mobile Work
Install the employee portal, work with accurate dates and protect personal device access.
Use the same employee identity and records on desktop and mobileConfigure time entry windows and business branding centrally
Business Data · Foundational · 20 min · 4 lessons
Connected AEMS Operations
Trace one business transaction across customer, commerce, POS, people and Finance records.
Trace shared business identitiesUse exception-led work in Business pulse
Finance · Intermediate · 28 min · 3 lessons
Finance, Tax Review & Accounting Controls
View original Order invoices, approve expenses and maintain source-linked balanced books.
Separate approval from paymentReview jurisdiction-specific tax assumptions
Commerce & POS · Intermediate · 24 min · 3 lessons
SupaTill Counter Operations
Configure a shared-stock register, serve customers and reconcile a shift.
Configure a channel-backed registerRecover idempotent sales
Marketing · Intermediate · 20 min · 4 lessons
Social Marketing Governance
Build a campaign-linked editorial workflow with honest publication and performance states.
Plan campaign-linked contentApprove and hand off a post
Business Data · Intermediate · 22 min · 5 lessons
Business Portals & Owner Governance
Assign employee portal profiles, distinguish BU accounts and review owner-approved daily audit reports.
Assign permissions independently of job titlesUse approved owner portal sessions
People & Payroll · Intermediate · 25 min · 3 lessons
People Lifecycle & Employee Compliance
Configure document checklists, sequential resignations, ethics courses and company policies.
Configure targeted document and learning requirementsFollow manager, HR manager and founder resignation approvals
Administration · Intermediate · 24 min · 3 lessons
Business Analytics & Action Queues
Distinguish business actions from metrics and build granular, permission-aware analyses.
Build filtered analyses and inspect source recordsRead currency, timezone and cohort definitions correctly
Administration · Intermediate · 35 min · 4 lessons
WhatsApp Studio: Connected Business Messaging
Connect a Meta account, run consented campaigns and operate a shared customer inbox.
Configure secure BU-owned Meta connectionsSeparate channel consent and service windows
Administration · Advanced · 30 min · 4 lessons
Multi-channel Consent, Journeys & Messaging Analytics
Build Email and WhatsApp journeys using shared identities and measurable outcomes.
Configure channel-specific opt-ins and opt-outsExtend existing Send Flows without duplicating records
Administration · Intermediate · 22 min · 4 lessons
Verified Customer Consent & Portal Assistants
Connect POS labels, consent acquisition and scoped SupaGent assistance to shared business records.
Use stable product identifiers and barcode labelsCollect verified channel-specific consent
Administration · Foundational · 10 min · 2 lessons
Email and WhatsApp Subscriber Operations
Use shared subscriber IDs with explicit direct-marketing channels.
Use permanent subscriber identitiesSeparate Email and WhatsApp consent
Commerce & POS · Intermediate · 25 min · 4 lessons
SupaTill: Stock, Credit & Drawer Reconciliation
Operate individual unit labels, parked baskets, customer documents and reusable credit.
Separate cashier and store-administration permissionsTrack distinct physical units without duplicating Products
Commerce & POS · Intermediate · 20 min · 3 lessons
External Commerce Connections
Connect Shopify or WooCommerce while preserving shared CRM, inventory and accounting records.
Configure secure store connectionsTrace shared Product, Contact and Order mappings
Administration · Foundational · 10 min · 2 lessons
SupaKnowledge
Publish and access PDF reference articles in the appropriate portal.
Choose the correct portal audiencePublish and archive PDF articles
Administration · Intermediate · 20 min · 7 lessons
Integration Hub Operations
Configure APIs, map records and review durable integration jobs.
Distinguish configurable APIs from native connectorsConfigure secure operations and mappings
Administration · Foundational · 10 min · 1 lessons
SupaKnowledge Libraries
Organize PDF knowledge articles with portal-specific access.
Find the shared knowledge portalAssign PDF articles to the correct portal
People & Payroll · Foundational · 10 min · 1 lessons
Employee Work Calendars
Create recurring schedules and assign employees within your HR scope.
Create an employee with HR permissionConfigure weekdays and shift hours
Commerce & POS · Intermediate · 20 min · 4 lessons
Returns, Refunds & Customer Credit
Inspect returns and settle approved adjustments across counter and online orders.
Inspect and restock accepted quantities correctlySeparate refunds from credit notes
Marketing · Intermediate · 15 min · 3 lessons
Branded Customer Email
Design operational customer messages and route them from a verified identity.
Crop the shared logoPreview and customize a customer notification